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 | $237,498 | $159,901+48.5% | $146,958+61.6% | $145,922+62.8% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | -0.20% | 98.13%-98.3pp | 418.34%-418.5pp | 561.29%-561.5pp |
| Employer contribution / active EE | $13,090 | $5,286+147.6% | $4,933+165.4% | $4,660+180.9% |
| Participant deferral / active EE | $2,250 | $8,428-73.3% | $8,070-72.1% | $6,688-66.4% |
| Admin fee / account holder | $947 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |