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 | $143,982 | $183,963-21.7% | $162,163-11.2% | $152,861-5.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | -13.24% | 150.76%-164.0pp | 115.59%-128.8pp | 345.32%-358.6pp |
| Employer contribution / active EE | $3,000 | $6,371-52.9% | $5,614-46.6% | $4,762-37.0% |
| Participant deferral / active EE | $2,100 | $8,034-73.9% | $7,298-71.2% | $5,850-64.1% |
| Admin fee / account holder | $184,856 | $13,121+1308.8% | $10,843+1604.9% | $11,596+1494.1% |