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 | $102,754 | $91,190+12.7% | $178,490-42.4% | $79,858+28.7% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | -2.42% | 24.19%-26.6pp | 151.07%-153.5pp | 31.71%-34.1pp |
| Employer contribution / active EE | $15,417 | $3,256+373.5% | $5,011+207.7% | $2,471+524.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $51,009 | $6,751+655.6% | $13,984+264.8% | $5,306+861.3% |