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 | $36,413 | $138,044-73.6% | $125,339-70.9% | $134,475-72.9% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -23.50% | 750.33%-773.8pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $5,135 | $5,243-2.1% | $4,814+6.7% | $4,740+8.3% |
| Participant deferral / active EE | $1,100 | $7,799-85.9% | $7,446-85.2% | $6,400-82.8% |
| Admin fee / account holder | $598 | $11,571-94.8% | $10,010-94.0% | $11,426-94.8% |