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 5-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 | $166,511 | $154,117+8.0% | $129,995+28.1% | $139,434+19.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | -52.59% | 32.48%-85.1pp | -137.18%+84.6pp | 372.94%-425.5pp |
| Employer contribution / active EE | $1,242 | $5,289-76.5% | $4,320-71.2% | $4,751-73.9% |
| Participant deferral / active EE | $1,699 | $6,710-74.7% | $5,820-70.8% | $6,710-74.7% |
| Admin fee / account holder | $567 | $14,007-95.9% | $10,614-94.7% | $11,403-95.0% |