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 | $150,785 | $69,977+115.5% | $108,579+38.9% | $62,891+139.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | -6.90% | 10.73%-17.6pp | -51.70%+44.8pp | 20.14%-27.0pp |
| Employer contribution / active EE | $966 | $2,135-54.7% | $3,758-74.3% | $2,281-57.6% |
| Participant deferral / active EE | $883 | $3,165-72.1% | $4,311-79.5% | $3,203-72.4% |
| Admin fee / account holder | $31,703 | $5,076+524.5% | $7,645+314.7% | $4,296+638.0% |