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 7-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 | $15,135 | $177,572-91.5% | $154,803-90.2% | $142,382-89.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.38% | 65.07%-65.4pp | 58.88%-59.3pp | 217.08%-217.5pp |
| Employer contribution / active EE | $1,292 | $4,810-73.1% | $4,305-70.0% | $4,299-69.9% |
| Participant deferral / active EE | $1,192 | $6,272-81.0% | $5,540-78.5% | $6,507-81.7% |
| Admin fee / account holder | $2,848 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |