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 | $162,889 | $95,862+69.9% | $79,550+104.8% | $134,475+21.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -32.77% | -2.69%-30.1pp | 0.16%-32.9pp | 417.96%-450.7pp |
| Employer contribution / active EE | $1,136 | $3,128-63.7% | $2,413-52.9% | $4,740-76.0% |
| Participant deferral / active EE | $33 | $4,693-99.3% | $3,985-99.2% | $6,400-99.5% |
| Admin fee / account holder | $10,414 | $9,126+14.1% | $6,832+52.4% | $11,426-8.9% |