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 | $97,825 | $73,867+32.4% | $143,757-32.0% | $68,494+42.8% |
| Participation rate | 84.8% | 66.7%+18.2pp | 80.3%+4.5pp | 67.9%+17.0pp |
| Annual return | -31.55% | 1.01%-32.6pp | -0.04%-31.5pp | -7.84%-23.7pp |
| Employer contribution / active EE | $13,349 | $3,184+319.2% | $4,951+169.6% | $2,596+414.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,618 | $5,755-37.1% | $14,673-75.3% | $5,403-33.0% |