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 5-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 | $52,295 | $127,386-58.9% | $115,037-54.5% | $125,391-58.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.31% | 31.28%-37.6pp | 26.14%-32.5pp | 282.22%-288.5pp |
| Employer contribution / active EE | $2,043 | $5,166-60.5% | $4,608-55.7% | $4,866-58.0% |
| Participant deferral / active EE | $1,895 | $6,423-70.5% | $6,026-68.6% | $5,352-64.6% |
| Admin fee / account holder | $743 | $9,516-92.2% | $8,175-90.9% | $9,540-92.2% |