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 | $32,880 | $82,664-60.2% | $125,339-73.8% | $68,494-52.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.11% | -5.97%-15.1pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,780 | $3,381-47.4% | $4,814-63.0% | $2,596-31.5% |
| Participant deferral / active EE | $2,436 | $6,110-60.1% | $7,446-67.3% | $4,027-39.5% |
| Admin fee / account holder | $4,514 | $6,275-28.1% | $10,010-54.9% | $5,403-16.5% |