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 7-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 | $156,803 | $189,613-17.3% | $167,512-6.4% | $142,382+10.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 5.02% | 2024.68%-2019.7pp | 1615.79%-1610.8pp | 217.08%-212.1pp |
| Employer contribution / active EE | $680 | $4,349-84.4% | $3,882-82.5% | $4,299-84.2% |
| Participant deferral / active EE | $1,175 | $6,981-83.2% | $6,405-81.6% | $6,507-81.9% |
| Admin fee / account holder | $1,321 | $10,528-87.5% | $9,769-86.5% | $12,624-89.5% |