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 | $130,196 | $107,334+21.3% | $92,893+40.2% | $152,861-14.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 3.82% | 145.58%-141.8pp | 109.41%-105.6pp | 345.32%-341.5pp |
| Employer contribution / active EE | $2,083 | $4,221-50.6% | $3,653-43.0% | $4,762-56.3% |
| Participant deferral / active EE | $904 | $4,845-81.4% | $4,236-78.7% | $5,850-84.6% |
| Admin fee / account holder | $794 | $7,079-88.8% | $5,794-86.3% | $11,596-93.2% |