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 | $88,945 | $91,190-2.5% | $178,490-50.2% | $79,858+11.4% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 9.14% | 24.19%-15.0pp | 151.07%-141.9pp | 31.71%-22.6pp |
| Employer contribution / active EE | $4,772 | $3,256+46.6% | $5,011-4.8% | $2,471+93.1% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15,045 | $6,751+122.9% | $13,984+7.6% | $5,306+183.5% |