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 | $146,123 | $100,041+46.1% | $149,718-2.4% | $70,131+108.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 11.04% | 27.43%-16.4pp | 1501.63%-1490.6pp | 73.14%-62.1pp |
| Employer contribution / active EE | $7,086 | $3,662+93.5% | $5,445+30.1% | $2,342+202.5% |
| Participant deferral / active EE | $760 | $4,983-84.7% | $6,569-88.4% | $3,332-77.2% |
| Admin fee / account holder | $6,822 | $8,286-17.7% | $11,283-39.5% | $4,645+46.8% |