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 | $122,694 | $112,096+9.5% | $95,952+27.9% | $158,922-22.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.40% | 171.09%-168.7pp | 91.61%-89.2pp | 302.83%-300.4pp |
| Employer contribution / active EE | $1,858 | $3,198-41.9% | $2,541-26.9% | $4,761-61.0% |
| Participant deferral / active EE | $779 | $4,784-83.7% | $4,167-81.3% | $5,982-87.0% |
| Admin fee / account holder | $6,070 | $10,130-40.1% | $6,795-10.7% | $11,246-46.0% |