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 | $234,497 | $68,346+243.1% | $94,646+147.8% | $75,163+212.0% |
| Participation rate | 73.0% | 76.1%-3.1pp | 80.8%-7.8pp | 67.2%+5.8pp |
| Annual return | 10.18% | 616.93%-606.7pp | 156.71%-146.5pp | 160.62%-150.4pp |
| Employer contribution / active EE | $6,960 | $2,701+157.7% | $3,672+89.5% | $2,670+160.7% |
| Participant deferral / active EE | $2,803 | $6,537-57.1% | $7,418-62.2% | $4,125-32.0% |
| Admin fee / account holder | $89,241 | $5,326+1575.6% | $7,231+1134.2% | $5,651+1479.2% |