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 | $82,661 | $78,705+5.0% | $117,854-29.9% | $70,131+17.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.05% | 23.30%-11.2pp | 335.08%-323.0pp | 73.14%-61.1pp |
| Employer contribution / active EE | $4,269 | $2,223+92.0% | $3,786+12.8% | $2,342+82.3% |
| Participant deferral / active EE | $702 | $3,297-78.7% | $4,482-84.3% | $3,332-78.9% |
| Admin fee / account holder | $2,529 | $5,065-50.1% | $8,020-68.5% | $4,645-45.6% |