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 | $145,174 | $96,635+50.2% | $86,612+67.6% | $139,434+4.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.26% | 106.41%-101.1pp | 591.07%-585.8pp | 372.94%-367.7pp |
| Employer contribution / active EE | $7,391 | $3,263+126.5% | $3,022+144.5% | $4,751+55.6% |
| Participant deferral / active EE | $700 | $4,836-85.5% | $4,438-84.2% | $6,710-89.6% |
| Admin fee / account holder | $3,385 | $6,408-47.2% | $5,614-39.7% | $11,403-70.3% |