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 | $189,909 | $165,335+14.9% | $149,696+26.9% | $158,922+19.5% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 5.94% | 348.15%-342.2pp | 276.60%-270.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,274 | $5,103-75.0% | $4,644-72.6% | $4,761-73.3% |
| Participant deferral / active EE | $1,529 | $7,181-78.7% | $6,842-77.7% | $5,982-74.4% |
| Admin fee / account holder | $21,002 | $10,807+94.3% | $9,309+125.6% | $11,246+86.8% |