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 | $197,105 | $167,307+17.8% | $143,757+37.1% | $134,475+46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.27% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $7,500 | $5,619+33.5% | $4,951+51.5% | $4,740+58.2% |
| Participant deferral / active EE | $1,528 | $6,446-76.3% | $5,637-72.9% | $6,400-76.1% |
| Admin fee / account holder | $11,350 | $18,088-37.3% | $14,673-22.6% | $11,426-0.7% |