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 6-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 | $69,673 | $72,177-3.5% | $115,037-39.4% | $59,632+16.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -7.80% | 12.02%-19.8pp | 26.14%-33.9pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $2,542 | $2,841-10.5% | $4,608-44.8% | $2,203+15.4% |
| Participant deferral / active EE | $1,237 | $4,783-74.1% | $6,026-79.5% | $3,192-61.2% |
| Admin fee / account holder | $1,854 | $4,927-62.4% | $8,175-77.3% | $4,297-56.9% |