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 | $126,729 | $101,317+25.1% | $146,958-13.8% | $74,495+70.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.41% | 8730.91%-8719.5pp | 418.34%-406.9pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $2,048 | $3,810-46.3% | $4,933-58.5% | $2,623-21.9% |
| Participant deferral / active EE | $2,711 | $7,303-62.9% | $8,070-66.4% | $4,346-37.6% |
| Admin fee / account holder | $17,117 | $1,739+884.4% | $12,998+31.7% | $1,942+781.6% |