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 | $86,937 | $109,413-20.5% | $156,263-44.4% | $84,808+2.5% |
| Participation rate | 97.9% | 72.7%+25.2pp | 78.9%+19.0pp | 68.3%+29.6pp |
| Annual return | -44.42% | 20.18%-64.6pp | 59.47%-103.9pp | 40.90%-85.3pp |
| Employer contribution / active EE | $16,354 | $2,907+462.6% | $4,333+277.4% | $2,631+521.6% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,746 | $9,357-49.3% | $14,255-66.7% | $7,344-35.4% |