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 | $89,299 | $202,318-55.9% | $172,739-48.3% | $152,861-41.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -12.69% | 1029.65%-1042.3pp | 802.84%-815.5pp | 345.32%-358.0pp |
| Employer contribution / active EE | $10,331 | $5,856+76.4% | $5,143+100.9% | $4,762+116.9% |
| Participant deferral / active EE | $925 | $5,948-84.5% | $5,198-82.2% | $5,850-84.2% |
| Admin fee / account holder | $1,019 | $17,109-94.0% | $13,954-92.7% | $11,596-91.2% |