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 | $131,363 | $69,207+89.8% | $64,056+105.1% | $139,434-5.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 1.79% | 45.88%-44.1pp | 33.69%-31.9pp | 372.94%-371.2pp |
| Employer contribution / active EE | $11,242 | $3,182+253.3% | $2,747+309.3% | $4,751+136.6% |
| Participant deferral / active EE | $94 | $4,682-98.0% | $3,880-97.6% | $6,710-98.6% |
| Admin fee / account holder | $107,235 | $4,244+2426.7% | $3,068+3395.1% | $11,403+840.4% |