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 4-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 | $49,439 | $189,613-73.9% | $167,512-70.5% | $142,382-65.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 6.18% | 2024.68%-2018.5pp | 1615.79%-1609.6pp | 217.08%-210.9pp |
| Employer contribution / active EE | $29,375 | $4,349+575.5% | $3,882+656.8% | $4,299+583.3% |
| Participant deferral / active EE | $650 | $6,981-90.7% | $6,405-89.9% | $6,507-90.0% |
| Admin fee / account holder | $324 | $10,528-96.9% | $9,769-96.7% | $12,624-97.4% |