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 | $124,214 | $112,881+10.0% | $90,951+36.6% | $158,922-21.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -0.50% | 215.79%-216.3pp | 134.60%-135.1pp | 302.83%-303.3pp |
| Employer contribution / active EE | $3,591 | $2,893+24.1% | $2,122+69.2% | $4,761-24.6% |
| Participant deferral / active EE | $403 | $4,128-90.2% | $3,373-88.0% | $5,982-93.3% |
| Admin fee / account holder | $13,041 | $8,041+62.2% | $5,959+118.9% | $11,246+16.0% |