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 | $55,511 | $81,446-31.8% | $103,374-46.3% | $80,874-31.4% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 9.09% | 25.57%-16.5pp | 24.89%-15.8pp | 35.62%-26.5pp |
| Employer contribution / active EE | $4,413 | $3,107+42.0% | $3,869+14.1% | $2,756+60.1% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,811 | $6,715-43.2% | $8,394-54.6% | $6,935-45.0% |