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 | $77,056 | $91,407-15.7% | $135,903-43.3% | $71,457+7.8% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.5pp | 67.9%+22.5pp |
| Annual return | 5.47% | 29.90%-24.4pp | 68.23%-62.8pp | 28.85%-23.4pp |
| Employer contribution / active EE | $8,039 | $3,703+117.1% | $4,856+65.5% | $2,588+210.7% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $5,569 | $1,266+339.9% | $10,762-48.3% | $1,587+250.8% |