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 | $103,716 | $106,890-3.0% | $84,015+23.4% | $152,861-32.2% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | -0.84% | 104.99%-105.8pp | 71.31%-72.1pp | 345.32%-346.2pp |
| Employer contribution / active EE | $909 | $2,734-66.8% | $1,983-54.2% | $4,762-80.9% |
| Participant deferral / active EE | $747 | $4,011-81.4% | $3,239-76.9% | $5,850-87.2% |
| Admin fee / account holder | $4,202 | $8,285-49.3% | $6,101-31.1% | $11,596-63.8% |