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 | $99,307 | $70,475+40.9% | $100,516-1.2% | $79,858+24.4% |
| Participation rate | 91.5% | 73.7%+17.8pp | 79.4%+12.1pp | 69.6%+21.9pp |
| Annual return | -16.11% | 21.90%-38.0pp | 30.89%-47.0pp | 31.71%-47.8pp |
| Employer contribution / active EE | $11,915 | $2,165+450.5% | $3,418+248.6% | $2,471+382.2% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,402 | $4,478-46.4% | $8,081-70.3% | $5,306-54.7% |