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 | $144,328 | $100,901+43.0% | $75,670+90.7% | $147,584-2.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | -4.94% | 35.78%-40.7pp | 27.34%-32.3pp | 578.55%-583.5pp |
| Employer contribution / active EE | $12,198 | $3,253+274.9% | $2,352+418.7% | $4,876+150.1% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,551 | $11,285-15.4% | $5,800+64.7% | $10,885-12.3% |