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 | $136,156 | $110,094+23.7% | $151,611-10.2% | $68,494+98.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -22.92% | -10.12%-12.8pp | 3.33%-26.2pp | -7.84%-15.1pp |
| Employer contribution / active EE | $9,775 | $4,471+118.6% | $6,166+58.5% | $2,596+276.5% |
| Participant deferral / active EE | $2,079 | $6,527-68.1% | $8,363-75.1% | $4,027-48.4% |
| Admin fee / account holder | $14,532 | $7,719+88.3% | $11,616+25.1% | $5,403+169.0% |