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 | $107,931 | $58,577+84.3% | $83,333+29.5% | $64,186+68.2% |
| Participation rate | 97.9% | 72.0%+25.9pp | 77.8%+20.2pp | 69.6%+28.3pp |
| Annual return | -15.48% | 9.65%-25.1pp | 10.63%-26.1pp | 7.63%-23.1pp |
| Employer contribution / active EE | $11,667 | $2,098+456.0% | $3,379+245.3% | $2,381+390.0% |
| Participant deferral / active EE | $0 | $4,654-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,886 | $9,275-58.1% | $7,510-48.3% | $4,888-20.5% |