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 | $138,440 | $85,202+62.5% | $172,739-19.9% | $72,985+89.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.14% | 27.32%-21.2pp | 802.84%-796.7pp | 81.00%-74.9pp |
| Employer contribution / active EE | $8,534 | $3,324+156.7% | $5,143+65.9% | $2,440+249.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $12,658 | $5,884+115.1% | $13,954-9.3% | $5,124+147.0% |