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 | $35,103 | $198,466-82.3% | $170,442-79.4% | $147,584-76.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.96% | 257.29%-248.3pp | 205.93%-197.0pp | 578.55%-569.6pp |
| Employer contribution / active EE | $2,742 | $6,184-55.7% | $5,433-49.5% | $4,876-43.8% |
| Participant deferral / active EE | $1,800 | $5,629-68.0% | $4,939-63.6% | $5,439-66.9% |
| Admin fee / account holder | $239,380 | $16,852+1320.5% | $13,880+1624.6% | $10,885+2099.1% |