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 | $169,713 | $209,832-19.1% | $189,513-10.4% | $167,490+1.3% |
| Participation rate | 81.8% | 88.7%-6.8pp | 87.8%-6.0pp | 82.1%-0.3pp |
| Annual return | 6.41% | 748.27%-741.9pp | 555.15%-548.7pp | 478.56%-472.1pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,360 | $8,935-62.4% | $8,221-59.1% | $6,341-47.0% |
| Admin fee / account holder | $2,592 | $14,293-81.9% | $12,045-78.5% | $12,309-78.9% |