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 | $122,507 | $104,907+16.8% | $84,611+44.8% | $152,861-19.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.40% | 373.79%-370.4pp | 258.74%-255.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $17,733 | $3,302+437.1% | $2,652+568.6% | $4,762+272.4% |
| Participant deferral / active EE | $0 | $4,688-100.0% | $3,899-100.0% | $5,850-100.0% |
| Admin fee / account holder | $84,429 | $6,241+1252.8% | $4,912+1618.7% | $11,596+628.1% |