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 | $202,071 | $107,334+88.3% | $92,893+117.5% | $152,861+32.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 6.65% | 145.58%-138.9pp | 109.41%-102.8pp | 345.32%-338.7pp |
| Employer contribution / active EE | $1,517 | $4,221-64.1% | $3,653-58.5% | $4,762-68.1% |
| Participant deferral / active EE | $624 | $4,845-87.1% | $4,236-85.3% | $5,850-89.3% |
| Admin fee / account holder | $20,132 | $7,079+184.4% | $5,794+247.5% | $11,596+73.6% |