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 | $104,779 | $168,632-37.9% | $147,614-29.0% | $125,391-16.4% |
| Participation rate | 92.3% | 88.8%+3.5pp | 84.6%+7.7pp | 83.2%+9.1pp |
| Annual return | -4.57% | 77.65%-82.2pp | 61.98%-66.6pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,797 | $6,252-71.3% | $5,564-67.7% | $4,866-63.1% |
| Participant deferral / active EE | $872 | $5,507-84.2% | $4,895-82.2% | $5,352-83.7% |
| Admin fee / account holder | $38,992 | $13,580+187.1% | $11,611+235.8% | $9,540+308.7% |