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 | $168,608 | $197,591-14.7% | $177,821-5.2% | $158,922+6.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.41% | 58.76%-56.3pp | 48.32%-45.9pp | 302.83%-300.4pp |
| Employer contribution / active EE | $7,561 | $6,697+12.9% | $5,918+27.8% | $4,761+58.8% |
| Participant deferral / active EE | $1,563 | $8,405-81.4% | $7,714-79.7% | $5,982-73.9% |
| Admin fee / account holder | $410 | $15,399-97.3% | $12,427-96.7% | $11,246-96.4% |