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 | $169,727 | $65,561+158.9% | $86,188+96.9% | $75,163+125.8% |
| Participation rate | 96.3% | 60.5%+35.8pp | 69.0%+27.3pp | 67.2%+29.1pp |
| Annual return | 7.13% | 46.05%-38.9pp | 1168.45%-1161.3pp | 160.62%-153.5pp |
| Employer contribution / active EE | $9,333 | $1,553+501.1% | $2,380+292.1% | $2,670+249.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $24,035 | $5,474+339.1% | $6,852+250.8% | $5,651+325.3% |