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 | $57,173 | $160,055-64.3% | $140,016-59.2% | $135,375-57.8% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -9.43% | 911.38%-920.8pp | 651.12%-660.5pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,453 | $6,420-61.8% | $5,606-56.2% | $4,779-48.7% |
| Participant deferral / active EE | $1,878 | $7,642-75.4% | $6,927-72.9% | $5,609-66.5% |
| Admin fee / account holder | $413 | $13,328-96.9% | $10,705-96.1% | $10,827-96.2% |