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 | $70,980 | $48,046+47.7% | $84,611-16.1% | $72,985-2.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 2.23% | 37.38%-35.2pp | 258.74%-256.5pp | 81.00%-78.8pp |
| Employer contribution / active EE | $6,900 | $1,602+330.8% | $2,652+160.2% | $2,440+182.8% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,129 | $3,395+51.1% | $4,912+4.4% | $5,124+0.1% |