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 | $232,295 | $65,561+254.3% | $91,541+153.8% | $74,304+212.6% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 0.98% | 17.68%-16.7pp | 20.50%-19.5pp | 29.43%-28.5pp |
| Employer contribution / active EE | $5,497 | $1,717+220.1% | $2,505+119.5% | $2,241+145.3% |
| Participant deferral / active EE | $0 | $2,918-100.0% | $4,008-100.0% | $3,767-100.0% |
| Admin fee / account holder | $14,460 | $3,333+333.9% | $6,956+107.9% | $2,969+387.0% |