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 | $82,372 | $57,354+43.6% | $83,848-1.8% | $64,186+28.3% |
| Participation rate | 97.5% | 68.6%+28.9pp | 76.1%+21.4pp | 69.6%+27.9pp |
| Annual return | -10.52% | 11.38%-21.9pp | 850.88%-861.4pp | 7.63%-18.2pp |
| Employer contribution / active EE | $14,945 | $2,545+487.2% | $3,631+311.6% | $2,381+527.7% |
| Participant deferral / active EE | $89 | $2,993-97.0% | $4,082-97.8% | $3,470-97.4% |
| Admin fee / account holder | $6,506 | $4,046+60.8% | $5,478+18.8% | $4,888+33.1% |