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 9-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 | $16,010 | $189,613-91.6% | $167,512-90.4% | $142,382-88.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 8.40% | 2024.68%-2016.3pp | 1615.79%-1607.4pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,060 | $4,349-75.6% | $3,882-72.7% | $4,299-75.3% |
| Participant deferral / active EE | $1,060 | $6,981-84.8% | $6,405-83.4% | $6,507-83.7% |
| Admin fee / account holder | $12,313 | $10,528+17.0% | $9,769+26.0% | $12,624-2.5% |