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 | $88,679 | $71,192+24.6% | $117,854-24.8% | $62,292+42.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 8.29% | 18.66%-10.4pp | 335.08%-326.8pp | 28.90%-20.6pp |
| Employer contribution / active EE | $4,532 | $1,934+134.4% | $3,786+19.7% | $2,042+121.9% |
| Participant deferral / active EE | $976 | $3,189-69.4% | $4,482-78.2% | $3,169-69.2% |
| Admin fee / account holder | $4,946 | $587+742.2% | $8,020-38.3% | $479+931.8% |