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 | $70,223 | $202,318-65.3% | $172,739-59.3% | $152,861-54.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -19.47% | 1029.65%-1049.1pp | 802.84%-822.3pp | 345.32%-364.8pp |
| Employer contribution / active EE | $4,944 | $5,856-15.6% | $5,143-3.9% | $4,762+3.8% |
| Participant deferral / active EE | $2,028 | $5,948-65.9% | $5,198-61.0% | $5,850-65.3% |
| Admin fee / account holder | $301 | $17,109-98.2% | $13,954-97.8% | $11,596-97.4% |