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 | $68,926 | $70,669-2.5% | $169,368-59.3% | $75,163-8.3% |
| Participation rate | 94.3% | 64.8%+29.5pp | 77.1%+17.1pp | 67.2%+27.1pp |
| Annual return | 12.48% | 36.36%-23.9pp | 405.60%-393.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,577 | $2,211+61.8% | $4,013-10.9% | $2,670+34.0% |
| Participant deferral / active EE | $483 | $4,311-88.8% | $6,221-92.2% | $4,125-88.3% |
| Admin fee / account holder | $17,186 | $5,402+218.1% | $9,003+90.9% | $5,651+204.1% |