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 | $142,052 | $107,334+32.3% | $92,893+52.9% | $152,861-7.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 10.36% | 145.58%-135.2pp | 109.41%-99.1pp | 345.32%-335.0pp |
| Employer contribution / active EE | $2,830 | $4,221-33.0% | $3,653-22.5% | $4,762-40.6% |
| Participant deferral / active EE | $29 | $4,845-99.4% | $4,236-99.3% | $5,850-99.5% |
| Admin fee / account holder | $16,969 | $7,079+139.7% | $5,794+192.9% | $11,596+46.3% |