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 | $195,383 | $176,812+10.5% | $146,665+33.2% | $167,490+16.7% |
| Participation rate | 84.6% | 83.6%+1.0pp | 80.1%+4.5pp | 82.1%+2.5pp |
| Annual return | 8.68% | 24.03%-15.4pp | 22.74%-14.1pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,552 | $5,160-50.5% | $4,136-38.3% | $4,837-47.2% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $21,698 | $13,259+63.6% | $10,280+111.1% | $12,309+76.3% |