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 | $143,200 | $154,117-7.1% | $129,995+10.2% | $139,434+2.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.5%+16.5pp | 80.3%+14.7pp |
| Annual return | -7.64% | 32.48%-40.1pp | -137.18%+129.5pp | 372.94%-380.6pp |
| Employer contribution / active EE | $4,945 | $5,289-6.5% | $4,320+14.5% | $4,751+4.1% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,417 | $14,007-89.9% | $10,614-86.7% | $11,403-87.6% |