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 5-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 | $34,382 | $183,519-81.3% | $155,509-77.9% | $145,922-76.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -12.88% | 61.17%-74.0pp | 64.67%-77.5pp | 561.29%-574.2pp |
| Employer contribution / active EE | $1,684 | $5,313-68.3% | $4,672-64.0% | $4,660-63.9% |
| Participant deferral / active EE | $1,764 | $6,462-72.7% | $5,626-68.7% | $6,688-73.6% |
| Admin fee / account holder | $8,061 | $19,313-58.3% | $15,912-49.3% | $13,397-39.8% |