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 | $152,634 | $77,419+97.2% | $69,455+119.8% | $152,861-0.1% |
| Participation rate | 82.4% | 78.1%+4.3pp | 74.6%+7.7pp | 82.4%-0.1pp |
| Annual return | 4.62% | 39.06%-34.4pp | 28.97%-24.3pp | 345.32%-340.7pp |
| Employer contribution / active EE | $12,971 | $3,315+291.3% | $2,779+366.8% | $4,762+172.4% |
| Participant deferral / active EE | $321 | $4,414-92.7% | $3,535-90.9% | $5,850-94.5% |
| Admin fee / account holder | $21,758 | $6,207+250.6% | $3,839+466.7% | $11,596+87.6% |