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 | $157,735 | $177,572-11.2% | $154,803+1.9% | $142,382+10.8% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 8.14% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $6,818 | $4,810+41.7% | $4,305+58.4% | $4,299+58.6% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $11,093 | $16,786-33.9% | $14,329-22.6% | $12,624-12.1% |