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 | $171,190 | $209,411-18.3% | $178,490-4.1% | $158,922+7.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.18% | 188.75%-185.6pp | 151.07%-147.9pp | 302.83%-299.6pp |
| Employer contribution / active EE | $5,259 | $5,706-7.8% | $5,011+4.9% | $4,761+10.4% |
| Participant deferral / active EE | $1,161 | $5,954-80.5% | $5,202-77.7% | $5,982-80.6% |
| Admin fee / account holder | $610 | $17,074-96.4% | $13,984-95.6% | $11,246-94.6% |