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 | $138,206 | $185,822-25.6% | $169,993-18.7% | $139,434-0.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -2.55% | 60.50%-63.1pp | 53.37%-55.9pp | 372.94%-375.5pp |
| Employer contribution / active EE | $6,714 | $7,590-11.5% | $6,785-1.0% | $4,751+41.3% |
| Participant deferral / active EE | $2,458 | $11,622-78.9% | $10,408-76.4% | $6,710-63.4% |
| Admin fee / account holder | $2,270 | $15,381-85.2% | $12,815-82.3% | $11,403-80.1% |