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 | $174,657 | $105,181+66.1% | $159,436+9.5% | $85,850+103.4% |
| Participation rate | 83.0% | 75.8%+7.2pp | 82.8%+0.2pp | 69.3%+13.7pp |
| Annual return | 9.06% | 45.07%-36.0pp | 263.57%-254.5pp | 318.53%-309.5pp |
| Employer contribution / active EE | $12,084 | $3,318+264.2% | $4,829+150.2% | $2,565+371.1% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,608 | $6,933-48.0% | $10,799-66.6% | $6,260-42.4% |