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 | $191,234 | $138,065+38.5% | $123,544+54.8% | $135,375+41.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.63% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,597 | $5,151-49.6% | $4,628-43.9% | $4,779-45.7% |
| Participant deferral / active EE | $1,779 | $6,799-73.8% | $6,426-72.3% | $5,609-68.3% |
| Admin fee / account holder | $2,548 | $10,916-76.7% | $9,284-72.6% | $10,827-76.5% |