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 | $101,341 | $64,839+56.3% | $95,585+6.0% | $84,808+19.5% |
| Participation rate | 92.7% | 63.8%+28.9pp | 72.1%+20.6pp | 68.3%+24.4pp |
| Annual return | 11.02% | -670.96%+682.0pp | 38.56%-27.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,659 | $1,759+108.0% | $2,527+44.8% | $2,631+39.1% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,754 | $5,964-37.1% | $6,127-38.7% | $7,344-48.9% |