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 | $44,680 | $92,222-51.6% | $76,768-41.8% | $135,375-67.0% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -11.47% | 5.46%-16.9pp | 2.43%-13.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $6,673 | $3,216+107.5% | $2,485+168.5% | $4,779+39.6% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $607 | $10,748-94.4% | $6,675-90.9% | $10,827-94.4% |