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 | $150,825 | $159,602-5.5% | $150,045+0.5% | $142,382+5.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.32% | 70.24%-59.9pp | 62.55%-52.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,132 | $4,961-57.0% | $4,693-54.6% | $4,299-50.4% |
| Participant deferral / active EE | $789 | $8,310-90.5% | $7,997-90.1% | $6,507-87.9% |
| Admin fee / account holder | $3,828 | $14,846-74.2% | $13,435-71.5% | $12,624-69.7% |