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 | $28,627 | $167,484-82.9% | $151,611-81.1% | $134,475-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.44% | 7.80%-31.2pp | 3.33%-26.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $5,100 | $6,829-25.3% | $6,166-17.3% | $4,740+7.6% |
| Participant deferral / active EE | $1,770 | $8,986-80.3% | $8,363-78.8% | $6,400-72.3% |
| Admin fee / account holder | $332 | $13,783-97.6% | $11,616-97.1% | $11,426-97.1% |