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 | $98,906 | $48,795+102.7% | $65,493+51.0% | $84,808+16.6% |
| Participation rate | 83.3% | 67.0%+16.4pp | 73.1%+10.2pp | 68.3%+15.0pp |
| Annual return | 10.93% | 20.20%-9.3pp | 982.45%-971.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $6,239 | $1,930+223.3% | $2,574+142.4% | $2,631+137.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,809 | $3,877+178.8% | $5,028+115.0% | $7,344+47.2% |