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 | $205,511 | $209,411-1.9% | $178,490+15.1% | $158,922+29.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -58.01% | 188.75%-246.8pp | 151.07%-209.1pp | 302.83%-360.8pp |
| Employer contribution / active EE | $8,762 | $5,706+53.5% | $5,011+74.9% | $4,761+84.0% |
| Participant deferral / active EE | $44 | $5,954-99.3% | $5,202-99.2% | $5,982-99.3% |
| Admin fee / account holder | $4,279 | $17,074-74.9% | $13,984-69.4% | $11,246-61.9% |