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 | $204,755 | $108,919+88.0% | $100,391+104.0% | $145,922+40.3% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 6.09% | 57.88%-51.8pp | 49.20%-43.1pp | 561.29%-555.2pp |
| Employer contribution / active EE | $1,365 | $4,419-69.1% | $3,942-65.4% | $4,660-70.7% |
| Participant deferral / active EE | $1,903 | $8,445-77.5% | $8,082-76.5% | $6,688-71.5% |
| Admin fee / account holder | $335,804 | $9,689+3365.9% | $7,899+4151.2% | $13,397+2406.6% |