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 | $71,104 | $110,094-35.4% | $151,611-53.1% | $68,494+3.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -18.90% | -10.12%-8.8pp | 3.33%-22.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,502 | $4,471-21.7% | $6,166-43.2% | $2,596+34.9% |
| Participant deferral / active EE | $1,894 | $6,527-71.0% | $8,363-77.4% | $4,027-53.0% |
| Admin fee / account holder | $8,132 | $7,719+5.4% | $11,616-30.0% | $5,403+50.5% |