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 | $166,010 | $133,958+23.9% | $112,228+47.9% | $134,475+23.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.09% | 47.11%-71.2pp | 27.45%-51.5pp | 417.96%-442.1pp |
| Employer contribution / active EE | $1,829 | $4,038-54.7% | $3,635-49.7% | $4,740-61.4% |
| Participant deferral / active EE | $578 | $5,291-89.1% | $4,728-87.8% | $6,400-91.0% |
| Admin fee / account holder | $10,330 | $7,489+37.9% | $6,410+61.1% | $11,426-9.6% |