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 | $162,705 | $92,703+75.5% | $82,719+96.7% | $134,475+21.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -28.10% | 944.92%-973.0pp | 701.18%-729.3pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,880 | $3,274-42.6% | $3,009-37.5% | $4,740-60.3% |
| Participant deferral / active EE | $857 | $4,802-82.2% | $4,395-80.5% | $6,400-86.6% |
| Admin fee / account holder | $4,346 | $5,983-27.4% | $5,329-18.4% | $11,426-62.0% |