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 | $190,964 | $95,561+99.8% | $77,163+147.5% | $139,434+37.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.27% | 54.92%-48.7pp | 37.87%-31.6pp | 372.94%-366.7pp |
| Employer contribution / active EE | $13,753 | $3,147+337.0% | $2,535+442.5% | $4,751+189.5% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $4,954 | $8,295-40.3% | $5,472-9.5% | $11,403-56.5% |