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 | $123,952 | $72,492+71.0% | $87,100+42.3% | $72,985+69.8% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.7pp | 69.5%+29.1pp |
| Annual return | -51.85% | 24.46%-76.3pp | 28.19%-80.0pp | 81.00%-132.9pp |
| Employer contribution / active EE | $2,156 | $1,894+13.8% | $2,521-14.5% | $2,440-11.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $487 | $5,055-90.4% | $7,497-93.5% | $5,124-90.5% |