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 | $98,863 | $138,065-28.4% | $123,544-20.0% | $135,375-27.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.16% | 153.68%-165.8pp | 119.20%-131.4pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,714 | $5,151-27.9% | $4,628-19.7% | $4,779-22.3% |
| Participant deferral / active EE | $1,293 | $6,799-81.0% | $6,426-79.9% | $5,609-77.0% |
| Admin fee / account holder | $1,597 | $10,916-85.4% | $9,284-82.8% | $10,827-85.3% |