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 | $197,739 | $172,478+14.6% | $145,661+35.8% | $142,382+38.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 7.87% | 151.09%-143.2pp | 101.46%-93.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $1,836 | $4,899-62.5% | $4,238-56.7% | $4,299-57.3% |
| Participant deferral / active EE | $130 | $8,348-98.4% | $7,198-98.2% | $6,507-98.0% |
| Admin fee / account holder | $934 | $16,864-94.5% | $12,466-92.5% | $12,624-92.6% |