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 | $141,299 | $115,770+22.1% | $101,248+39.6% | $158,922-11.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -6.42% | 56.14%-62.6pp | 46.47%-52.9pp | 302.83%-309.2pp |
| Employer contribution / active EE | $5,750 | $4,175+37.7% | $3,660+57.1% | $4,761+20.8% |
| Participant deferral / active EE | $1,308 | $4,957-73.6% | $4,370-70.1% | $5,982-78.1% |
| Admin fee / account holder | $610 | $7,245-91.6% | $5,945-89.7% | $11,246-94.6% |