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 9-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 | $199,263 | $152,587+30.6% | $125,175+59.2% | $152,861+30.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -27.51% | 54.84%-82.3pp | 43.79%-71.3pp | 345.32%-372.8pp |
| Employer contribution / active EE | $7,541 | $4,946+52.5% | $3,865+95.1% | $4,762+58.3% |
| Participant deferral / active EE | $1,125 | $5,868-80.8% | $4,937-77.2% | $5,850-80.8% |
| Admin fee / account holder | $9,694 | $13,434-27.8% | $9,702-0.1% | $11,596-16.4% |