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 8-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 | $200,362 | $185,822+7.8% | $169,993+17.9% | $139,434+43.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.03% | 60.50%-55.5pp | 53.37%-48.3pp | 372.94%-367.9pp |
| Employer contribution / active EE | $5,019 | $7,590-33.9% | $6,785-26.0% | $4,751+5.6% |
| Participant deferral / active EE | $2,649 | $11,622-77.2% | $10,408-74.6% | $6,710-60.5% |
| Admin fee / account holder | $358 | $15,381-97.7% | $12,815-97.2% | $11,403-96.9% |