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 7-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 | $33,651 | $167,484-79.9% | $151,611-77.8% | $134,475-75.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.74% | 7.80%-37.5pp | 3.33%-33.1pp | 417.96%-447.7pp |
| Employer contribution / active EE | $2,998 | $6,829-56.1% | $6,166-51.4% | $4,740-36.7% |
| Participant deferral / active EE | $2,504 | $8,986-72.1% | $8,363-70.1% | $6,400-60.9% |
| Admin fee / account holder | $564 | $13,783-95.9% | $11,616-95.1% | $11,426-95.1% |