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 | $165,715 | $176,056-5.9% | $159,436+3.9% | $167,490-1.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.50% | 331.75%-322.2pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,320 | $5,297-56.2% | $4,829-52.0% | $4,837-52.0% |
| Participant deferral / active EE | $623 | $7,750-92.0% | $7,352-91.5% | $6,341-90.2% |
| Admin fee / account holder | $251,424 | $12,554+1902.7% | $10,799+2228.3% | $12,309+1942.6% |