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 | $177,702 | $157,256+13.0% | $141,162+25.9% | $152,861+16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 10.61% | 64.32%-53.7pp | 71.39%-60.8pp | 345.32%-334.7pp |
| Employer contribution / active EE | $2,125 | $5,261-59.6% | $4,735-55.1% | $4,762-55.4% |
| Participant deferral / active EE | $420 | $7,109-94.1% | $6,709-93.7% | $5,850-92.8% |
| Admin fee / account holder | $5,590 | $12,120-53.9% | $10,261-45.5% | $11,596-51.8% |