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 | $138,333 | $106,515+29.9% | $96,683+43.1% | $139,434-0.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.37% | 38.43%-31.1pp | 35.69%-28.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $20,178 | $4,103+391.8% | $3,737+440.0% | $4,751+324.7% |
| Participant deferral / active EE | $1,126 | $5,454-79.4% | $4,878-76.9% | $6,710-83.2% |
| Admin fee / account holder | $100,150 | $7,877+1171.4% | $6,730+1388.2% | $11,403+778.3% |