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 | $176,345 | $77,899+126.4% | $149,673+17.8% | $75,163+134.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.46% | 31.72%-24.3pp | 134.42%-127.0pp | 160.62%-153.2pp |
| Employer contribution / active EE | $10,679 | $3,137+240.4% | $4,818+121.7% | $2,670+300.0% |
| Participant deferral / active EE | $784 | $3,411-77.0% | $5,680-86.2% | $4,125-81.0% |
| Admin fee / account holder | $2,197 | $5,956-63.1% | $13,210-83.4% | $5,651-61.1% |