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 | $161,985 | $72,277+124.1% | $101,248+60.0% | $79,858+102.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.41% | 22.30%-12.9pp | 46.47%-37.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $17,917 | $2,692+565.7% | $3,660+389.6% | $2,471+625.1% |
| Participant deferral / active EE | $1,353 | $3,282-58.8% | $4,370-69.0% | $3,740-63.8% |
| Admin fee / account holder | $25,542 | $4,400+480.4% | $5,945+329.6% | $5,306+381.3% |