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 | $197,399 | $95,862+105.9% | $79,550+148.1% | $134,475+46.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -23.58% | -2.69%-20.9pp | 0.16%-23.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $558 | $3,128-82.2% | $2,413-76.9% | $4,740-88.2% |
| Participant deferral / active EE | $65 | $4,693-98.6% | $3,985-98.4% | $6,400-99.0% |
| Admin fee / account holder | $774 | $9,126-91.5% | $6,832-88.7% | $11,426-93.2% |