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 | $30,808 | $105,998-70.9% | $92,233-66.6% | $147,584-79.1% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | -0.35% | 50.05%-50.4pp | 176.28%-176.6pp | 578.55%-578.9pp |
| Employer contribution / active EE | $4,118 | $4,333-5.0% | $3,679+11.9% | $4,876-15.5% |
| Participant deferral / active EE | $274 | $4,478-93.9% | $3,897-93.0% | $5,439-95.0% |
| Admin fee / account holder | $6,024 | $6,332-4.9% | $5,194+16.0% | $10,885-44.7% |