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 9-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 | $131,439 | $111,724+17.6% | $93,606+40.4% | $145,922-9.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.19% | 202.98%-196.8pp | 133.20%-127.0pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,854 | $3,090-40.0% | $2,420-23.4% | $4,660-60.2% |
| Participant deferral / active EE | $719 | $4,912-85.4% | $4,411-83.7% | $6,688-89.3% |
| Admin fee / account holder | $46,100 | $10,250+349.8% | $8,285+456.4% | $13,397+244.1% |