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 | $28,360 | $138,065-79.5% | $123,544-77.0% | $135,375-79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.92% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $2,113 | $5,151-59.0% | $4,628-54.3% | $4,779-55.8% |
| Participant deferral / active EE | $981 | $6,799-85.6% | $6,426-84.7% | $5,609-82.5% |
| Admin fee / account holder | $1,860 | $10,916-83.0% | $9,284-80.0% | $10,827-82.8% |