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 8-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 | $72,365 | $131,829-45.1% | $108,579-33.4% | $273,961-73.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -24.33% | -91.57%+67.2pp | -51.70%+27.4pp | 41.45%-65.8pp |
| Employer contribution / active EE | $3,846 | $4,912-21.7% | $3,758+2.3% | $4,869-21.0% |
| Participant deferral / active EE | $600 | $5,127-88.3% | $4,311-86.1% | $5,287-88.7% |
| Admin fee / account holder | $9,705 | $10,252-5.3% | $7,645+26.9% | $10,132-4.2% |