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 | $108,957 | $72,277+50.7% | $101,248+7.6% | $79,858+36.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.89% | 22.30%-31.2pp | 46.47%-55.4pp | 31.71%-40.6pp |
| Employer contribution / active EE | $10,017 | $2,692+272.2% | $3,660+173.7% | $2,471+305.4% |
| Participant deferral / active EE | $618 | $3,282-81.2% | $4,370-85.9% | $3,740-83.5% |
| Admin fee / account holder | $1,083 | $4,400-75.4% | $5,945-81.8% | $5,306-79.6% |