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 | $71,358 | $48,795+46.2% | $65,493+9.0% | $84,808-15.9% |
| Participation rate | 96.6% | 67.0%+29.6pp | 73.1%+23.5pp | 68.3%+28.2pp |
| Annual return | 11.57% | 20.20%-8.6pp | 982.45%-970.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $9,908 | $1,930+413.5% | $2,574+284.9% | $2,631+276.6% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,330 | $3,877-39.9% | $5,028-53.7% | $7,344-68.3% |