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 | $93,138 | $202,318-54.0% | $172,739-46.1% | $152,861-39.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -0.29% | 1029.65%-1029.9pp | 802.84%-803.1pp | 345.32%-345.6pp |
| Employer contribution / active EE | $3,027 | $5,856-48.3% | $5,143-41.1% | $4,762-36.4% |
| Participant deferral / active EE | $455 | $5,948-92.3% | $5,198-91.2% | $5,850-92.2% |
| Admin fee / account holder | $511 | $17,109-97.0% | $13,954-96.3% | $11,596-95.6% |