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 | $132,562 | $102,317+29.6% | $146,958-9.8% | $80,856+63.9% |
| Participation rate | 98.9% | 75.8%+23.1pp | 82.2%+16.8pp | 67.6%+31.3pp |
| Annual return | 8.69% | 134.76%-126.1pp | 418.34%-409.7pp | 35.59%-26.9pp |
| Employer contribution / active EE | $7,305 | $3,713+96.7% | $4,933+48.1% | $2,755+165.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,165 | $7,941+15.4% | $12,998-29.5% | $6,918+32.5% |