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 3-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 | $68,471 | $57,016+20.1% | $84,966-19.4% | $80,856-15.3% |
| Participation rate | 91.9% | 56.3%+35.5pp | 67.5%+24.4pp | 67.6%+24.3pp |
| Annual return | 8.72% | 21.66%-12.9pp | 66.38%-57.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $19,883 | $1,798+1006.1% | $2,727+629.1% | $2,755+621.8% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,975 | $4,980-40.3% | $6,149-51.6% | $6,918-57.0% |