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 | $69,217 | $148,978-53.5% | $200,582-65.5% | $84,808-18.4% |
| Participation rate | 84.1% | 84.2%-0.1pp | 86.9%-2.7pp | 68.3%+15.8pp |
| Annual return | -14.59% | 28.16%-42.8pp | 42.33%-56.9pp | 40.90%-55.5pp |
| Employer contribution / active EE | $14,816 | $4,815+207.7% | $6,419+130.8% | $2,631+463.1% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $57,687 | $13,977+312.7% | $16,305+253.8% | $7,344+685.5% |