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 | $183,500 | $112,096+63.7% | $95,952+91.2% | $158,922+15.5% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 2.05% | 171.09%-169.0pp | 91.61%-89.6pp | 302.83%-300.8pp |
| Employer contribution / active EE | $16,961 | $3,198+430.4% | $2,541+567.5% | $4,761+256.2% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,912 | $10,130-81.1% | $6,795-71.9% | $11,246-83.0% |