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 | $93,427 | $49,922+87.1% | $80,569+16.0% | $75,163+24.3% |
| Participation rate | 95.3% | 55.3%+40.0pp | 67.0%+28.4pp | 67.2%+28.2pp |
| Annual return | 13.77% | 34.69%-20.9pp | 935.43%-921.7pp | 160.62%-146.8pp |
| Employer contribution / active EE | $8,408 | $1,698+395.1% | $2,723+208.7% | $2,670+214.9% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,446 | $3,577+80.2% | $5,377+19.9% | $5,651+14.1% |