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 | $97,109 | $69,207+40.3% | $64,056+51.6% | $139,434-30.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.12% | 45.88%-36.8pp | 33.69%-24.6pp | 372.94%-363.8pp |
| Employer contribution / active EE | $12,276 | $3,182+285.8% | $2,747+347.0% | $4,751+158.4% |
| Participant deferral / active EE | $289 | $4,682-93.8% | $3,880-92.6% | $6,710-95.7% |
| Admin fee / account holder | $28,208 | $4,244+564.7% | $3,068+819.4% | $11,403+147.4% |