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 | $160,961 | $73,867+117.9% | $143,757+12.0% | $68,494+135.0% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -23.23% | 1.01%-24.2pp | -0.04%-23.2pp | -7.84%-15.4pp |
| Employer contribution / active EE | $4,072 | $3,184+27.9% | $4,951-17.8% | $2,596+56.8% |
| Participant deferral / active EE | $614 | $3,384-81.9% | $5,637-89.1% | $4,027-84.8% |
| Admin fee / account holder | $1,287 | $5,755-77.6% | $14,673-91.2% | $5,403-76.2% |