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 | $44,103 | $135,635-67.5% | $110,238-60.0% | $135,375-67.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.15% | 513.19%-522.3pp | 314.74%-323.9pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,939 | $4,906-60.5% | $3,826-49.3% | $4,779-59.4% |
| Participant deferral / active EE | $491 | $5,506-91.1% | $4,672-89.5% | $5,609-91.2% |
| Admin fee / account holder | $385 | $11,457-96.6% | $8,547-95.5% | $10,827-96.4% |