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 | $111,221 | $157,256-29.3% | $141,162-21.2% | $152,861-27.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.18% | 64.32%-52.1pp | 71.39%-59.2pp | 345.32%-333.1pp |
| Employer contribution / active EE | $7,158 | $5,261+36.1% | $4,735+51.2% | $4,762+50.3% |
| Participant deferral / active EE | $1,703 | $7,109-76.1% | $6,709-74.6% | $5,850-70.9% |
| Admin fee / account holder | $40,474 | $12,120+233.9% | $10,261+294.4% | $11,596+249.0% |