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 | $143,766 | $185,822-22.6% | $169,993-15.4% | $139,434+3.1% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 10.78% | 60.50%-49.7pp | 53.37%-42.6pp | 372.94%-362.2pp |
| Employer contribution / active EE | $22,444 | $7,590+195.7% | $6,785+230.8% | $4,751+372.4% |
| Participant deferral / active EE | $1,071 | $11,622-90.8% | $10,408-89.7% | $6,710-84.0% |
| Admin fee / account holder | $15,909 | $15,381+3.4% | $12,815+24.1% | $11,403+39.5% |