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 | $136,451 | $105,998+28.7% | $92,233+47.9% | $147,584-7.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 5.14% | 50.05%-44.9pp | 176.28%-171.1pp | 578.55%-573.4pp |
| Employer contribution / active EE | $8,275 | $4,333+91.0% | $3,679+124.9% | $4,876+69.7% |
| Participant deferral / active EE | $880 | $4,478-80.4% | $3,897-77.4% | $5,439-83.8% |
| Admin fee / account holder | $2,610 | $6,332-58.8% | $5,194-49.7% | $10,885-76.0% |