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 | $221,983 | $114,381+94.1% | $107,525+106.4% | $142,382+55.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 4.77% | 242.71%-237.9pp | 181.32%-176.5pp | 217.08%-212.3pp |
| Employer contribution / active EE | $16,852 | $4,015+319.8% | $3,754+349.0% | $4,299+292.0% |
| Participant deferral / active EE | $1,138 | $5,564-79.6% | $5,116-77.8% | $6,507-82.5% |
| Admin fee / account holder | $1,000 | $9,860-89.9% | $8,919-88.8% | $12,624-92.1% |