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 | $141,602 | $217,402-34.9% | $185,823-23.8% | $167,490-15.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -3.96% | 148.36%-152.3pp | 122.05%-126.0pp | 478.56%-482.5pp |
| Employer contribution / active EE | $3,459 | $5,873-41.1% | $5,167-33.1% | $4,837-28.5% |
| Participant deferral / active EE | $260 | $6,356-95.9% | $5,568-95.3% | $6,341-95.9% |
| Admin fee / account holder | $5,753 | $19,811-71.0% | $16,237-64.6% | $12,309-53.3% |