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 4-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 | $86,525 | $59,332+45.8% | $90,223-4.1% | $59,632+45.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -5.54% | 3.25%-8.8pp | 1.31%-6.8pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $5,375 | $3,031+77.4% | $4,378+22.8% | $2,203+144.0% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,834 | $5,032-3.9% | $7,406-34.7% | $4,297+12.5% |