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 | $67,911 | $49,227+38.0% | $70,449-3.6% | $79,858-15.0% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 2.28% | 30.06%-27.8pp | 109.03%-106.7pp | 31.71%-29.4pp |
| Employer contribution / active EE | $11,433 | $2,099+444.7% | $2,737+317.8% | $2,471+362.7% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,991 | $2,878-30.8% | $3,845-48.2% | $5,306-62.5% |