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 | $101,205 | $57,016+77.5% | $84,966+19.1% | $80,856+25.2% |
| Participation rate | 97.7% | 56.3%+41.3pp | 67.5%+30.2pp | 67.6%+30.0pp |
| Annual return | 5.54% | 21.66%-16.1pp | 66.38%-60.8pp | 35.59%-30.1pp |
| Employer contribution / active EE | $8,738 | $1,798+386.1% | $2,727+220.4% | $2,755+217.2% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,346 | $4,980-12.7% | $6,149-29.3% | $6,918-37.2% |