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 | $152,441 | $167,484-9.0% | $151,611+0.5% | $134,475+13.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.01% | 7.80%-41.8pp | 3.33%-37.3pp | 417.96%-452.0pp |
| Employer contribution / active EE | $10,275 | $6,829+50.5% | $6,166+66.6% | $4,740+116.8% |
| Participant deferral / active EE | $1,083 | $8,986-87.9% | $8,363-87.0% | $6,400-83.1% |
| Admin fee / account holder | $1,179 | $13,783-91.4% | $11,616-89.8% | $11,426-89.7% |