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 | $95,414 | $202,318-52.8% | $172,739-44.8% | $152,861-37.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -1.69% | 1029.65%-1031.3pp | 802.84%-804.5pp | 345.32%-347.0pp |
| Employer contribution / active EE | $11,242 | $5,856+92.0% | $5,143+118.6% | $4,762+136.1% |
| Participant deferral / active EE | $918 | $5,948-84.6% | $5,198-82.3% | $5,850-84.3% |
| Admin fee / account holder | $3,862 | $17,109-77.4% | $13,954-72.3% | $11,596-66.7% |