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 | $68,189 | $52,279+30.4% | $89,391-23.7% | $79,858-14.6% |
| Participation rate | 97.7% | 57.5%+40.1pp | 68.0%+29.7pp | 69.6%+28.0pp |
| Annual return | 5.85% | 22.16%-16.3pp | 245.62%-239.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $6,535 | $1,572+315.9% | $2,586+152.8% | $2,471+164.5% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,067 | $3,356+170.1% | $4,881+85.7% | $5,306+70.9% |