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 | $117,457 | $102,966+14.1% | $90,281+30.1% | $152,861-23.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.34% | 95.16%-88.8pp | 78.10%-71.8pp | 345.32%-339.0pp |
| Employer contribution / active EE | $6,004 | $3,139+91.3% | $2,854+110.3% | $4,762+26.1% |
| Participant deferral / active EE | $600 | $4,281-86.0% | $3,885-84.6% | $5,850-89.7% |
| Admin fee / account holder | $3,878 | $6,171-37.2% | $5,351-27.5% | $11,596-66.6% |