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 | $125,559 | $175,202-28.3% | $149,673-16.1% | $139,434-10.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.11% | 166.71%-157.6pp | 134.42%-125.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,552 | $5,474-71.7% | $4,818-67.8% | $4,751-67.3% |
| Participant deferral / active EE | $1,094 | $6,519-83.2% | $5,680-80.7% | $6,710-83.7% |
| Admin fee / account holder | $24,804 | $16,150+53.6% | $13,210+87.8% | $11,403+117.5% |