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 | $235,212 | $91,538+157.0% | $129,995+80.9% | $75,163+212.9% |
| Participation rate | 96.8% | 71.4%+25.3pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 6.05% | -631.11%+637.2pp | -137.18%+143.2pp | 160.62%-154.6pp |
| Employer contribution / active EE | $12,097 | $2,845+325.2% | $4,320+180.0% | $2,670+353.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $18,696 | $6,790+175.3% | $10,614+76.1% | $5,651+230.8% |