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 | $136,098 | $111,754+21.8% | $103,333+31.7% | $145,922-6.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.12% | 24.77%-16.7pp | 24.88%-16.8pp | 561.29%-553.2pp |
| Employer contribution / active EE | $6,922 | $4,212+64.3% | $3,868+79.0% | $4,660+48.6% |
| Participant deferral / active EE | $1,421 | $5,619-74.7% | $5,057-71.9% | $6,688-78.7% |
| Admin fee / account holder | $13,383 | $9,750+37.3% | $8,355+60.2% | $13,397-0.1% |