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 | $48,548 | $91,538-47.0% | $129,995-62.7% | $75,163-35.4% |
| Participation rate | 97.4% | 71.4%+26.0pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 6.81% | -631.11%+637.9pp | -137.18%+144.0pp | 160.62%-153.8pp |
| Employer contribution / active EE | $9,604 | $2,845+237.6% | $4,320+122.3% | $2,670+259.7% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,818 | $6,790+59.3% | $10,614+1.9% | $5,651+91.4% |