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 | $90,881 | $60,022+51.4% | $88,946+2.2% | $84,808+7.2% |
| Participation rate | 97.7% | 57.8%+39.9pp | 68.8%+28.9pp | 68.3%+29.4pp |
| Annual return | 5.31% | 22.43%-17.1pp | 57.82%-52.5pp | 40.90%-35.6pp |
| Employer contribution / active EE | $8,877 | $1,703+421.4% | $2,555+247.5% | $2,631+237.4% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $27,423 | $4,811+470.0% | $8,261+232.0% | $7,344+273.4% |