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 | $77,104 | $167,484-54.0% | $151,611-49.1% | $134,475-42.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -21.90% | 7.80%-29.7pp | 3.33%-25.2pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,620 | $6,829-76.3% | $6,166-73.7% | $4,740-65.8% |
| Participant deferral / active EE | $2,664 | $8,986-70.4% | $8,363-68.1% | $6,400-58.4% |
| Admin fee / account holder | $72,133 | $13,783+423.4% | $11,616+521.0% | $11,426+531.3% |