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 | $121,957 | $100,041+21.9% | $149,718-18.5% | $70,131+73.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.09% | 27.43%-18.3pp | 1501.63%-1492.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $6,376 | $3,662+74.1% | $5,445+17.1% | $2,342+172.2% |
| Participant deferral / active EE | $2,130 | $4,983-57.3% | $6,569-67.6% | $3,332-36.1% |
| Admin fee / account holder | $53,143 | $8,286+541.3% | $11,283+371.0% | $4,645+1044.0% |