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 4-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 | $135,383 | $102,605+31.9% | $145,661-7.1% | $84,808+59.6% |
| Participation rate | 95.3% | 74.3%+21.0pp | 77.2%+18.1pp | 68.3%+27.0pp |
| Annual return | 0.74% | 26.50%-25.8pp | 101.46%-100.7pp | 40.90%-40.2pp |
| Employer contribution / active EE | $7,348 | $3,325+121.0% | $4,238+73.4% | $2,631+179.3% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,643 | $8,758-58.4% | $12,466-70.8% | $7,344-50.4% |