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 | $66,515 | $168,632-60.6% | $147,614-54.9% | $125,391-47.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.25% | 77.65%-83.9pp | 61.98%-68.2pp | 282.22%-288.5pp |
| Employer contribution / active EE | $2,248 | $6,252-64.0% | $5,564-59.6% | $4,866-53.8% |
| Participant deferral / active EE | $1,065 | $5,507-80.7% | $4,895-78.2% | $5,352-80.1% |
| Admin fee / account holder | $17,217 | $13,580+26.8% | $11,611+48.3% | $9,540+80.5% |