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 | $177,230 | $75,828+133.7% | $147,614+20.1% | $59,632+197.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -5.55% | 0.37%-5.9pp | 61.98%-67.5pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $7,913 | $3,485+127.1% | $5,564+42.2% | $2,203+259.3% |
| Participant deferral / active EE | $209 | $3,130-93.3% | $4,895-95.7% | $3,192-93.4% |
| Admin fee / account holder | $1,080 | $5,985-81.9% | $11,611-90.7% | $4,297-74.9% |