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 | $210,454 | $176,056+19.5% | $159,436+32.0% | $167,490+25.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.70% | 331.75%-323.0pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $10,205 | $5,297+92.6% | $4,829+111.3% | $4,837+111.0% |
| Participant deferral / active EE | $2,485 | $7,750-67.9% | $7,352-66.2% | $6,341-60.8% |
| Admin fee / account holder | $20,059 | $12,554+59.8% | $10,799+85.8% | $12,309+63.0% |