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 | $179,375 | $91,552+95.9% | $133,956+33.9% | $79,858+124.6% |
| Participation rate | 96.3% | 73.3%+22.9pp | 79.8%+16.5pp | 69.6%+26.7pp |
| Annual return | 4.13% | 61.85%-57.7pp | 45.09%-41.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $9,671 | $2,384+305.7% | $3,919+146.8% | $2,471+291.4% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,446 | $6,321-13.8% | $8,927-39.0% | $5,306+2.6% |