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 | $55,579 | $133,958-58.5% | $112,228-50.5% | $134,475-58.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.77% | 47.11%-70.9pp | 27.45%-51.2pp | 417.96%-441.7pp |
| Employer contribution / active EE | $8,765 | $4,038+117.1% | $3,635+141.2% | $4,740+84.9% |
| Participant deferral / active EE | $1,300 | $5,291-75.4% | $4,728-72.5% | $6,400-79.7% |
| Admin fee / account holder | $1,032 | $7,489-86.2% | $6,410-83.9% | $11,426-91.0% |