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 | $68,590 | $64,324+6.6% | $118,925-42.3% | $79,858-14.1% |
| Participation rate | 72.4% | 64.9%+7.6pp | 75.4%-3.0pp | 69.6%+2.8pp |
| Annual return | 5.17% | 86.45%-81.3pp | 35.88%-30.7pp | 31.71%-26.5pp |
| Employer contribution / active EE | $3,990 | $1,836+117.3% | $3,263+22.3% | $2,471+61.5% |
| Participant deferral / active EE | $965 | $2,824-65.8% | $4,265-77.4% | $3,740-74.2% |
| Admin fee / account holder | $17,090 | $4,040+323.0% | $6,581+159.7% | $5,306+222.1% |