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 | $157,552 | $138,044+14.1% | $125,339+25.7% | $134,475+17.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -23.24% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,380 | $5,243-73.7% | $4,814-71.3% | $4,740-70.9% |
| Participant deferral / active EE | $2,519 | $7,799-67.7% | $7,446-66.2% | $6,400-60.6% |
| Admin fee / account holder | $794 | $11,571-93.1% | $10,010-92.1% | $11,426-93.0% |