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 | $116,713 | $83,477+39.8% | $125,175-6.8% | $72,985+59.9% |
| Participation rate | 98.2% | 73.3%+24.9pp | 79.8%+18.4pp | 69.5%+28.7pp |
| Annual return | -16.81% | 25.78%-42.6pp | 43.79%-60.6pp | 81.00%-97.8pp |
| Employer contribution / active EE | $13,036 | $2,345+455.8% | $3,865+237.2% | $2,440+434.3% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $16,320 | $5,517+195.8% | $9,702+68.2% | $5,124+218.5% |