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 | $164,023 | $53,822+204.8% | $75,696+116.7% | $85,850+91.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 10.08% | 24.54%-14.5pp | 104.53%-94.4pp | 318.53%-308.5pp |
| Employer contribution / active EE | $5,217 | $2,017+158.7% | $2,743+90.2% | $2,565+103.4% |
| Participant deferral / active EE | $336 | $2,895-88.4% | $3,821-91.2% | $3,952-91.5% |
| Admin fee / account holder | $16,814 | $3,343+403.0% | $3,619+364.6% | $6,260+168.6% |