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 | $209,309 | $105,998+97.5% | $92,233+126.9% | $147,584+41.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.32% | 50.05%-41.7pp | 176.28%-168.0pp | 578.55%-570.2pp |
| Employer contribution / active EE | $2,045 | $4,333-52.8% | $3,679-44.4% | $4,876-58.1% |
| Participant deferral / active EE | $953 | $4,478-78.7% | $3,897-75.5% | $5,439-82.5% |
| Admin fee / account holder | $3,943 | $6,332-37.7% | $5,194-24.1% | $10,885-63.8% |