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 | $188,222 | $177,572+6.0% | $154,803+21.6% | $142,382+32.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.83% | 65.07%-56.2pp | 58.88%-50.1pp | 217.08%-208.3pp |
| Employer contribution / active EE | $9,475 | $4,810+97.0% | $4,305+120.1% | $4,299+120.4% |
| Participant deferral / active EE | $1,288 | $6,272-79.5% | $5,540-76.8% | $6,507-80.2% |
| Admin fee / account holder | $4,849 | $16,786-71.1% | $14,329-66.2% | $12,624-61.6% |