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 | $90,229 | $106,890-15.6% | $84,015+7.4% | $152,861-41.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.72% | 104.99%-97.3pp | 71.31%-63.6pp | 345.32%-337.6pp |
| Employer contribution / active EE | $20,159 | $2,734+637.3% | $1,983+916.4% | $4,762+323.3% |
| Participant deferral / active EE | $782 | $4,011-80.5% | $3,239-75.9% | $5,850-86.6% |
| Admin fee / account holder | $10,386 | $8,285+25.4% | $6,101+70.2% | $11,596-10.4% |