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 | $174,259 | $99,985+74.3% | $146,665+18.8% | $85,850+103.0% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.4pp |
| Annual return | 10.54% | 18.93%-8.4pp | 22.74%-12.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $8,501 | $2,559+232.3% | $4,136+105.5% | $2,565+231.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,637 | $7,702-65.8% | $10,280-74.3% | $6,260-57.9% |