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 | $22,519 | $64,707-65.2% | $112,228-79.9% | $68,494-67.1% |
| Participation rate | 79.7% | 67.2%+12.5pp | 75.1%+4.6pp | 67.9%+11.8pp |
| Annual return | -19.58% | -11.40%-8.2pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $6,112 | $2,746+122.6% | $3,635+68.2% | $2,596+135.4% |
| Participant deferral / active EE | $1,228 | $3,565-65.6% | $4,728-74.0% | $4,027-69.5% |
| Admin fee / account holder | $1,623 | $5,232-69.0% | $6,410-74.7% | $5,403-70.0% |