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 | $116,084 | $91,538+26.8% | $129,995-10.7% | $75,163+54.4% |
| Participation rate | 98.0% | 71.4%+26.6pp | 78.5%+19.6pp | 67.2%+30.8pp |
| Annual return | 12.58% | -631.11%+643.7pp | -137.18%+149.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $4,750 | $2,845+67.0% | $4,320+10.0% | $2,670+77.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,190 | $6,790-53.0% | $10,614-69.9% | $5,651-43.6% |