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 | $221,357 | $105,998+108.8% | $92,233+140.0% | $147,584+50.0% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | -0.20% | 50.05%-50.2pp | 176.28%-176.5pp | 578.55%-578.7pp |
| Employer contribution / active EE | $1,403 | $4,333-67.6% | $3,679-61.9% | $4,876-71.2% |
| Participant deferral / active EE | $416 | $4,478-90.7% | $3,897-89.3% | $5,439-92.3% |
| Admin fee / account holder | $104,755 | $6,332+1554.3% | $5,194+1917.0% | $10,885+862.4% |