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 8-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 | $144,076 | $64,432+123.6% | - | $139,434+3.3% |
| Participation rate | 100.0% | 66.0%+34.0pp | - | 80.3%+19.7pp |
| Annual return | 5.66% | 4.96%+0.7pp | - | 372.94%-367.3pp |
| Employer contribution / active EE | $9,644 | $6,830+41.2% | - | $4,751+103.0% |
| Participant deferral / active EE | $0 | $2,937-100.0% | - | $6,710-100.0% |
| Admin fee / account holder | $12,814 | $3,919+226.9% | - | $11,403+12.4% |