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 | $120,024 | $124,319-3.5% | $111,297+7.8% | $167,490-28.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 1.82% | 37.44%-35.6pp | 54.65%-52.8pp | 478.56%-476.7pp |
| Employer contribution / active EE | $1,484 | $3,435-56.8% | $2,731-45.7% | $4,837-69.3% |
| Participant deferral / active EE | $969 | $5,180-81.3% | $4,487-78.4% | $6,341-84.7% |
| Admin fee / account holder | $23,353 | $10,618+119.9% | $7,964+193.2% | $12,309+89.7% |