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 | $65,703 | $93,571-29.8% | $135,903-51.7% | $75,163-12.6% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 67.2%+31.6pp |
| Annual return | -7.21% | 30.90%-38.1pp | 68.23%-75.4pp | 160.62%-167.8pp |
| Employer contribution / active EE | $7,317 | $3,537+106.9% | $4,856+50.7% | $2,670+174.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,643 | $6,975-76.4% | $10,762-84.7% | $5,651-70.9% |