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 | $23,055 | $172,111-86.6% | $150,298-84.7% | $137,256-83.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | -4.43% | 69.37%-73.8pp | 62.79%-67.2pp | 220.34%-224.8pp |
| Employer contribution / active EE | $3,922 | $4,636-15.4% | $4,154-5.6% | $4,156-5.6% |
| Participant deferral / active EE | $1,142 | $6,166-81.5% | $5,453-79.1% | $6,407-82.2% |
| Admin fee / account holder | $10,568 | $16,471-35.8% | $14,116-25.1% | $12,270-13.9% |