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 | $238,778 | $183,963+29.8% | $162,163+47.2% | $152,861+56.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.22% | 150.76%-148.5pp | 115.59%-113.4pp | 345.32%-343.1pp |
| Employer contribution / active EE | $5,217 | $6,371-18.1% | $5,614-7.1% | $4,762+9.6% |
| Participant deferral / active EE | $1,602 | $8,034-80.1% | $7,298-78.0% | $5,850-72.6% |
| Admin fee / account holder | $14,885 | $13,121+13.4% | $10,843+37.3% | $11,596+28.4% |