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 | $106,093 | $91,552+15.9% | $133,956-20.8% | $79,858+32.9% |
| Participation rate | 97.5% | 73.3%+24.2pp | 79.8%+17.7pp | 69.6%+27.9pp |
| Annual return | -1.02% | 61.85%-62.9pp | 45.09%-46.1pp | 31.71%-32.7pp |
| Employer contribution / active EE | $10,526 | $2,384+341.6% | $3,919+168.6% | $2,471+326.0% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,010 | $6,321+58.4% | $8,927+12.1% | $5,306+88.6% |