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 | $55,064 | $94,529-41.7% | $140,016-60.7% | $64,186-14.2% |
| Participation rate | 80.5% | 84.1%-3.6pp | 87.5%-7.0pp | 69.6%+10.9pp |
| Annual return | -7.99% | 7.77%-15.8pp | 651.12%-659.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $5,106 | $3,812+33.9% | $5,606-8.9% | $2,381+114.5% |
| Participant deferral / active EE | $1,958 | $5,250-62.7% | $6,927-71.7% | $3,470-43.6% |
| Admin fee / account holder | $992 | $6,741-85.3% | $10,705-90.7% | $4,888-79.7% |