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 | $123,915 | $111,724+10.9% | $93,606+32.4% | $145,922-15.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.90% | 202.98%-199.1pp | 133.20%-129.3pp | 561.29%-557.4pp |
| Employer contribution / active EE | $2,688 | $3,090-13.0% | $2,420+11.1% | $4,660-42.3% |
| Participant deferral / active EE | $832 | $4,912-83.1% | $4,411-81.1% | $6,688-87.6% |
| Admin fee / account holder | $110,384 | $10,250+976.9% | $8,285+1232.3% | $13,397+723.9% |