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 | $121,391 | $106,515+14.0% | $96,683+25.6% | $139,434-12.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 9.04% | 38.43%-29.4pp | 35.69%-26.7pp | 372.94%-363.9pp |
| Employer contribution / active EE | $11,701 | $4,103+185.2% | $3,737+213.1% | $4,751+146.3% |
| Participant deferral / active EE | $624 | $5,454-88.6% | $4,878-87.2% | $6,710-90.7% |
| Admin fee / account holder | $51,776 | $7,877+557.3% | $6,730+669.4% | $11,403+354.1% |