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 | $172,316 | $95,561+80.3% | $77,163+123.3% | $139,434+23.6% |
| Participation rate | 94.7% | 73.9%+20.8pp | 69.6%+25.2pp | 80.3%+14.4pp |
| Annual return | 0.68% | 54.92%-54.2pp | 37.87%-37.2pp | 372.94%-372.3pp |
| Employer contribution / active EE | $11,729 | $3,147+272.6% | $2,535+362.7% | $4,751+146.9% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,422 | $8,295-22.6% | $5,472+17.4% | $11,403-43.7% |