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 | $90,281 | $105,998-14.8% | $92,233-2.1% | $147,584-38.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.03% | 50.05%-42.0pp | 176.28%-168.3pp | 578.55%-570.5pp |
| Employer contribution / active EE | $9,657 | $4,333+122.9% | $3,679+162.5% | $4,876+98.0% |
| Participant deferral / active EE | $427 | $4,478-90.5% | $3,897-89.1% | $5,439-92.2% |
| Admin fee / account holder | $30,070 | $6,332+374.9% | $5,194+479.0% | $10,885+176.2% |