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 | $160,726 | $89,355+79.9% | $141,162+13.9% | $72,985+120.2% |
| Participation rate | 95.9% | 75.1%+20.8pp | 82.5%+13.4pp | 69.5%+26.4pp |
| Annual return | 16.35% | 111.85%-95.5pp | 71.39%-55.0pp | 81.00%-64.7pp |
| Employer contribution / active EE | $7,979 | $3,114+156.2% | $4,735+68.5% | $2,440+227.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,335 | $5,958-27.2% | $10,261-57.7% | $5,124-15.4% |