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 | $143,562 | $150,440-4.6% | $136,294+5.3% | $147,584-2.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.77% | 1049.08%-1039.3pp | 5155.94%-5146.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $9,038 | $5,256+71.9% | $4,695+92.5% | $4,876+85.3% |
| Participant deferral / active EE | $545 | $6,630-91.8% | $6,247-91.3% | $5,439-90.0% |
| Admin fee / account holder | $3,728 | $10,905-65.8% | $9,243-59.7% | $10,885-65.8% |