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 | $138,904 | $138,065+0.6% | $123,544+12.4% | $135,375+2.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.76% | 153.68%-164.4pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $7,124 | $5,151+38.3% | $4,628+53.9% | $4,779+49.1% |
| Participant deferral / active EE | $1,678 | $6,799-75.3% | $6,426-73.9% | $5,609-70.1% |
| Admin fee / account holder | $7,083 | $10,916-35.1% | $9,284-23.7% | $10,827-34.6% |