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 7-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 | $129,710 | $74,888+73.2% | $71,209+82.2% | $142,382-8.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.25% | 345.14%-332.9pp | 282.51%-270.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $22,153 | $2,854+676.1% | $2,721+714.2% | $4,299+415.3% |
| Participant deferral / active EE | $210 | $4,454-95.3% | $4,175-95.0% | $6,507-96.8% |
| Admin fee / account holder | $1,075 | $5,568-80.7% | $5,349-79.9% | $12,624-91.5% |