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 | $28,181 | $226,064-87.5% | $182,532-84.6% | $152,861-81.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | -21.31% | 192.51%-213.8pp | 148.54%-169.8pp | 345.32%-366.6pp |
| Employer contribution / active EE | $976 | $4,978-80.4% | $4,076-76.1% | $4,762-79.5% |
| Participant deferral / active EE | $1,100 | $6,368-82.7% | $5,524-80.1% | $5,850-81.2% |
| Admin fee / account holder | $6,186 | $10,703-42.2% | $8,592-28.0% | $11,596-46.7% |