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 | $122,668 | $98,240+24.9% | $82,313+49.0% | $147,584-16.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.14% | 30.85%-25.7pp | 25.88%-20.7pp | 578.55%-573.4pp |
| Employer contribution / active EE | $3,900 | $3,192+22.2% | $2,428+60.6% | $4,876-20.0% |
| Participant deferral / active EE | $1,164 | $4,383-73.4% | $3,706-68.6% | $5,439-78.6% |
| Admin fee / account holder | $5,812 | $8,563-32.1% | $5,608+3.6% | $10,885-46.6% |