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 | $26,215 | $138,065-81.0% | $123,544-78.8% | $135,375-80.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.90% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $4,094 | $5,151-20.5% | $4,628-11.5% | $4,779-14.3% |
| Participant deferral / active EE | $521 | $6,799-92.3% | $6,426-91.9% | $5,609-90.7% |
| Admin fee / account holder | $494 | $10,916-95.5% | $9,284-94.7% | $10,827-95.4% |