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 | $60,985 | $168,632-63.8% | $147,614-58.7% | $125,391-51.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.41% | 77.65%-84.1pp | 61.98%-68.4pp | 282.22%-288.6pp |
| Employer contribution / active EE | $2,925 | $6,252-53.2% | $5,564-47.4% | $4,866-39.9% |
| Participant deferral / active EE | $980 | $5,507-82.2% | $4,895-80.0% | $5,352-81.7% |
| Admin fee / account holder | $1,501 | $13,580-88.9% | $11,611-87.1% | $9,540-84.3% |