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 | $121,702 | $168,632-27.8% | $147,614-17.6% | $125,391-2.9% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -3.99% | 77.65%-81.6pp | 61.98%-66.0pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,331 | $6,252-78.7% | $5,564-76.1% | $4,866-72.7% |
| Participant deferral / active EE | $1,331 | $5,507-75.8% | $4,895-72.8% | $5,352-75.1% |
| Admin fee / account holder | $1,490 | $13,580-89.0% | $11,611-87.2% | $9,540-84.4% |