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 | $62,624 | $73,004-14.2% | $90,749-31.0% | $68,494-8.6% |
| Participation rate | 72.4% | 70.8%+1.6pp | 75.7%-3.3pp | 67.9%+4.5pp |
| Annual return | -21.06% | -13.81%-7.2pp | -12.16%-8.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,526 | $3,627-57.9% | $4,564-66.6% | $4,027-62.1% |
| Admin fee / account holder | $3,185 | $5,896-46.0% | $8,445-62.3% | $5,403-41.0% |