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 | $199,194 | $110,094+80.9% | $151,611+31.4% | $68,494+190.8% |
| Participation rate | 88.7% | 84.0%+4.7pp | 87.5%+1.2pp | 67.9%+20.8pp |
| Annual return | -19.93% | -10.12%-9.8pp | 3.33%-23.3pp | -7.84%-12.1pp |
| Employer contribution / active EE | $16,590 | $4,471+271.1% | $6,166+169.1% | $2,596+539.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,186 | $7,719-32.8% | $11,616-55.4% | $5,403-4.0% |