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 | $143,515 | $153,772-6.7% | $133,980+7.1% | $273,961-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.82% | 36.51%-34.7pp | 29.30%-27.5pp | 41.45%-39.6pp |
| Employer contribution / active EE | $4,250 | $6,029-29.5% | $5,211-18.4% | $4,869-12.7% |
| Participant deferral / active EE | $1,220 | $6,958-82.5% | $6,282-80.6% | $5,287-76.9% |
| Admin fee / account holder | $13,803 | $11,765+17.3% | $9,324+48.0% | $10,132+36.2% |