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 | $230,259 | $177,572+29.7% | $154,803+48.7% | $142,382+61.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.09% | 65.07%-58.0pp | 58.88%-51.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $14,452 | $4,810+200.4% | $4,305+235.7% | $4,299+236.2% |
| Participant deferral / active EE | $331 | $6,272-94.7% | $5,540-94.0% | $6,507-94.9% |
| Admin fee / account holder | $811 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |