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 9-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 | $195,991 | $176,056+11.3% | $159,436+22.9% | $167,490+17.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.82% | 331.75%-326.9pp | 263.57%-258.7pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,816 | $5,297-65.7% | $4,829-62.4% | $4,837-62.5% |
| Participant deferral / active EE | $1,980 | $7,750-74.5% | $7,352-73.1% | $6,341-68.8% |
| Admin fee / account holder | $11,708 | $12,554-6.7% | $10,799+8.4% | $12,309-4.9% |