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 | $162,629 | $73,933+120.0% | $96,683+68.2% | $75,163+116.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -8.55% | 26.70%-35.3pp | 35.69%-44.2pp | 160.62%-169.2pp |
| Employer contribution / active EE | $11,897 | $2,928+306.3% | $3,737+218.4% | $2,670+345.6% |
| Participant deferral / active EE | $1,241 | $3,659-66.1% | $4,878-74.6% | $4,125-69.9% |
| Admin fee / account holder | $5,340 | $5,216+2.4% | $6,730-20.7% | $5,651-5.5% |