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 | $99,566 | $190,805-47.8% | $159,960-37.8% | $134,475-26.0% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | -28.13% | 552.23%-580.4pp | 408.60%-436.7pp | 417.96%-446.1pp |
| Employer contribution / active EE | $5,652 | $4,995+13.1% | $4,226+33.8% | $4,740+19.2% |
| Participant deferral / active EE | $1,199 | $6,923-82.7% | $6,182-80.6% | $6,400-81.3% |
| Admin fee / account holder | $1,548 | $10,471-85.2% | $8,698-82.2% | $11,426-86.4% |