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 | $59,317 | $113,935-47.9% | $94,224-37.0% | $125,391-52.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.56% | 5.29%-8.8pp | 10.68%-14.2pp | 282.22%-285.8pp |
| Employer contribution / active EE | $833 | $4,727-82.4% | $3,587-76.8% | $4,866-82.9% |
| Participant deferral / active EE | $1,170 | $5,179-77.4% | $4,320-72.9% | $5,352-78.1% |
| Admin fee / account holder | $1,643 | $8,391-80.4% | $6,269-73.8% | $9,540-82.8% |