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 | $77,635 | $150,440-48.4% | $136,294-43.0% | $147,584-47.4% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 9.48% | 1049.08%-1039.6pp | 5155.94%-5146.5pp | 578.55%-569.1pp |
| Employer contribution / active EE | $2,719 | $5,256-48.3% | $4,695-42.1% | $4,876-44.2% |
| Participant deferral / active EE | $935 | $6,630-85.9% | $6,247-85.0% | $5,439-82.8% |
| Admin fee / account holder | $24,832 | $10,905+127.7% | $9,243+168.6% | $10,885+128.1% |