See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,936 | $89,753+159.5% | $107,525+116.6% | $84,808+174.7% |
| Participation rate | 82.8% | 68.1%+14.7pp | 75.1%+7.7pp | 68.3%+14.4pp |
| Annual return | 11.11% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $6,939 | $3,113+122.9% | $3,754+84.9% | $2,631+163.7% |
| Participant deferral / active EE | $1,609 | $4,056-60.3% | $5,116-68.5% | $4,212-61.8% |
| Admin fee / account holder | $8,212 | $7,222+13.7% | $8,919-7.9% | $7,344+11.8% |