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 | $165,469 | $177,572-6.8% | $154,803+6.9% | $142,382+16.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.27% | 65.07%-53.8pp | 58.88%-47.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,392 | $4,810-71.1% | $4,305-67.7% | $4,299-67.6% |
| Participant deferral / active EE | $1,375 | $6,272-78.1% | $5,540-75.2% | $6,507-78.9% |
| Admin fee / account holder | $19,003 | $16,786+13.2% | $14,329+32.6% | $12,624+50.5% |