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 | $43,719 | $180,449-75.8% | $154,107-71.6% | $135,375-67.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.91% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $5,470 | $6,035-9.4% | $5,298+3.2% | $4,779+14.5% |
| Participant deferral / active EE | $1,342 | $5,806-76.9% | $5,081-73.6% | $5,609-76.1% |
| Admin fee / account holder | $670 | $16,143-95.8% | $13,411-95.0% | $10,827-93.8% |