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 | $107,236 | $83,477+28.5% | $125,175-14.3% | $72,985+46.9% |
| Participation rate | 97.6% | 73.3%+24.2pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 2.20% | 25.78%-23.6pp | 43.79%-41.6pp | 81.00%-78.8pp |
| Employer contribution / active EE | $2,561 | $2,345+9.2% | $3,865-33.7% | $2,440+5.0% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $9,454 | $5,517+71.4% | $9,702-2.6% | $5,124+84.5% |