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 | $92,827 | $217,402-57.3% | $185,823-50.0% | $167,490-44.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -5.34% | 148.36%-153.7pp | 122.05%-127.4pp | 478.56%-483.9pp |
| Employer contribution / active EE | $4,564 | $5,873-22.3% | $5,167-11.7% | $4,837-5.6% |
| Participant deferral / active EE | $1,950 | $6,356-69.3% | $5,568-65.0% | $6,341-69.2% |
| Admin fee / account holder | $17,897 | $19,811-9.7% | $16,237+10.2% | $12,309+45.4% |