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 | $95,147 | $183,963-48.3% | $162,163-41.3% | $152,861-37.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -14.56% | 150.76%-165.3pp | 115.59%-130.2pp | 345.32%-359.9pp |
| Employer contribution / active EE | $12,429 | $6,371+95.1% | $5,614+121.4% | $4,762+161.0% |
| Participant deferral / active EE | $2,088 | $8,034-74.0% | $7,298-71.4% | $5,850-64.3% |
| Admin fee / account holder | $2,000 | $13,121-84.8% | $10,843-81.6% | $11,596-82.8% |