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 | $149,019 | $107,334+38.8% | $92,893+60.4% | $152,861-2.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 10.92% | 145.58%-134.7pp | 109.41%-98.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $16,640 | $4,221+294.2% | $3,653+355.6% | $4,762+249.4% |
| Participant deferral / active EE | $823 | $4,845-83.0% | $4,236-80.6% | $5,850-85.9% |
| Admin fee / account holder | $13,017 | $7,079+83.9% | $5,794+124.7% | $11,596+12.2% |