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 | $99,984 | $100,041-0.1% | $149,718-33.2% | $70,131+42.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.44% | 27.43%-20.0pp | 1501.63%-1494.2pp | 73.14%-65.7pp |
| Employer contribution / active EE | $4,676 | $3,662+27.7% | $5,445-14.1% | $2,342+99.6% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,992 | $8,286+68.9% | $11,283+24.0% | $4,645+201.2% |