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 | $137,835 | $101,724+35.5% | $164,813-16.4% | $80,856+70.5% |
| Participation rate | 98.0% | 71.8%+26.1pp | 78.6%+19.4pp | 67.6%+30.3pp |
| Annual return | -22.41% | 16.72%-39.1pp | 69.93%-92.3pp | 35.59%-58.0pp |
| Employer contribution / active EE | $8,469 | $2,953+186.8% | $4,341+95.1% | $2,755+207.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,028 | $8,227-51.0% | $12,690-68.3% | $6,918-41.8% |