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 | $102,036 | $183,519-44.4% | $155,509-34.4% | $145,922-30.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.43% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,171 | $5,313-78.0% | $4,672-74.9% | $4,660-74.9% |
| Participant deferral / active EE | $1,401 | $6,462-78.3% | $5,626-75.1% | $6,688-79.1% |
| Admin fee / account holder | $333,343 | $19,313+1626.0% | $15,912+1994.9% | $13,397+2388.2% |