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 | $64,334 | $63,355+1.5% | $91,989-30.1% | $72,985-11.9% |
| Participation rate | 98.4% | 72.5%+25.9pp | 78.6%+19.8pp | 69.5%+29.0pp |
| Annual return | -25.33% | 35.35%-60.7pp | 69.02%-94.3pp | 81.00%-106.3pp |
| Employer contribution / active EE | $12,500 | $2,116+490.9% | $3,452+262.1% | $2,440+412.3% |
| Participant deferral / active EE | $0 | $4,883-100.0% | $5,923-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,827 | $4,668-60.9% | $7,743-76.4% | $5,124-64.3% |