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 | $168,036 | $162,781+3.2% | $133,956+25.4% | $158,922+5.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -20.24% | 41.94%-62.2pp | 45.09%-65.3pp | 302.83%-323.1pp |
| Employer contribution / active EE | $2,768 | $4,975-44.4% | $3,919-29.4% | $4,761-41.9% |
| Participant deferral / active EE | $1,156 | $5,911-80.4% | $5,048-77.1% | $5,982-80.7% |
| Admin fee / account holder | $14,366 | $11,736+22.4% | $8,927+60.9% | $11,246+27.8% |