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 | $111,089 | $190,805-41.8% | $159,960-30.6% | $134,475-17.4% |
| Participation rate | 89.5% | 81.9%+7.5pp | 78.0%+11.5pp | 81.2%+8.3pp |
| Annual return | -20.62% | 552.23%-572.9pp | 408.60%-429.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $874 | $4,995-82.5% | $4,226-79.3% | $4,740-81.6% |
| Participant deferral / active EE | $1,228 | $6,923-82.3% | $6,182-80.1% | $6,400-80.8% |
| Admin fee / account holder | $10,534 | $10,471+0.6% | $8,698+21.1% | $11,426-7.8% |