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 | $88,597 | $138,044-35.8% | $125,339-29.3% | $134,475-34.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.55% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,211 | $5,243-76.9% | $4,814-74.8% | $4,740-74.5% |
| Participant deferral / active EE | $1,614 | $7,799-79.3% | $7,446-78.3% | $6,400-74.8% |
| Admin fee / account holder | $503 | $11,571-95.7% | $10,010-95.0% | $11,426-95.6% |