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 | $136,528 | $105,126+29.9% | $94,646+44.3% | $139,434-2.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 11.81% | 38.03%-26.2pp | 156.71%-144.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,414 | $4,106-65.6% | $3,672-61.5% | $4,751-70.2% |
| Participant deferral / active EE | $2,095 | $7,599-72.4% | $7,418-71.8% | $6,710-68.8% |
| Admin fee / account holder | $67,355 | $8,984+649.7% | $7,231+831.5% | $11,403+490.7% |