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 | $122,792 | $115,770+6.1% | $101,248+21.3% | $158,922-22.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | -3.68% | 56.14%-59.8pp | 46.47%-50.2pp | 302.83%-306.5pp |
| Employer contribution / active EE | $934 | $4,175-77.6% | $3,660-74.5% | $4,761-80.4% |
| Participant deferral / active EE | $1,276 | $4,957-74.3% | $4,370-70.8% | $5,982-78.7% |
| Admin fee / account holder | $1,259 | $7,245-82.6% | $5,945-78.8% | $11,246-88.8% |