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 | $240,228 | $148,534+61.7% | $135,903+76.8% | $139,434+72.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.32% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,891 | $5,243-25.8% | $4,856-19.9% | $4,751-18.1% |
| Participant deferral / active EE | $1,250 | $8,100-84.6% | $7,758-83.9% | $6,710-81.4% |
| Admin fee / account holder | $6,568 | $12,400-47.0% | $10,762-39.0% | $11,403-42.4% |