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 8-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 | $65,334 | $157,256-58.5% | $141,162-53.7% | $152,861-57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -49.06% | 64.32%-113.4pp | 71.39%-120.4pp | 345.32%-394.4pp |
| Employer contribution / active EE | $7,500 | $5,261+42.6% | $4,735+58.4% | $4,762+57.5% |
| Participant deferral / active EE | $2,000 | $7,109-71.9% | $6,709-70.2% | $5,850-65.8% |
| Admin fee / account holder | $833 | $12,120-93.1% | $10,261-91.9% | $11,596-92.8% |