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 | $154,029 | $201,272-23.5% | $184,203-16.4% | $145,922+5.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.87% | 29.00%-25.1pp | 28.81%-24.9pp | 561.29%-557.4pp |
| Employer contribution / active EE | $9,598 | $7,022+36.7% | $6,427+49.3% | $4,660+106.0% |
| Participant deferral / active EE | $2,095 | $9,806-78.6% | $9,131-77.1% | $6,688-68.7% |
| Admin fee / account holder | $5,405 | $16,364-67.0% | $13,901-61.1% | $13,397-59.7% |