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 | $146,137 | $122,239+19.5% | $184,203-20.7% | $74,495+96.2% |
| Participation rate | 90.9% | 85.5%+5.4pp | 86.8%+4.1pp | 67.2%+23.7pp |
| Annual return | 9.77% | 19.95%-10.2pp | 28.81%-19.0pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $5,869 | $4,537+29.3% | $6,427-8.7% | $2,623+123.7% |
| Participant deferral / active EE | $3,895 | $7,139-45.4% | $9,131-57.3% | $4,346-10.4% |
| Admin fee / account holder | $18,891 | $1,260+1399.7% | $13,901+35.9% | $1,942+872.9% |