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 | $168,085 | $165,335+1.7% | $149,696+12.3% | $158,922+5.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.35% | 348.15%-349.5pp | 276.60%-278.0pp | 302.83%-304.2pp |
| Employer contribution / active EE | $6,568 | $5,103+28.7% | $4,644+41.4% | $4,761+37.9% |
| Participant deferral / active EE | $685 | $7,181-90.5% | $6,842-90.0% | $5,982-88.6% |
| Admin fee / account holder | $3,081 | $10,807-71.5% | $9,309-66.9% | $11,246-72.6% |