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 | $202,075 | $176,056+14.8% | $159,436+26.7% | $167,490+20.6% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 9.52% | 331.75%-322.2pp | 263.57%-254.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,081 | $5,297-79.6% | $4,829-77.6% | $4,837-77.7% |
| Participant deferral / active EE | $1,430 | $7,750-81.5% | $7,352-80.5% | $6,341-77.4% |
| Admin fee / account holder | $204,541 | $12,554+1529.3% | $10,799+1794.2% | $12,309+1561.7% |