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 9-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 | $65,633 | $160,055-59.0% | $140,016-53.1% | $135,375-51.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.35% | 911.38%-922.7pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,528 | $6,420-76.2% | $5,606-72.8% | $4,779-68.0% |
| Participant deferral / active EE | $1,910 | $7,642-75.0% | $6,927-72.4% | $5,609-66.0% |
| Admin fee / account holder | $802 | $13,328-94.0% | $10,705-92.5% | $10,827-92.6% |