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 | $72,789 | $159,106-54.3% | $110,238-34.0% | - |
| Participation rate | 81.8% | 75.5%+6.4pp | 79.8%+2.0pp | - |
| Annual return | -11.70% | -5.88%-5.8pp | 314.74%-326.4pp | - |
| Employer contribution / active EE | $3,772 | $2,751+37.1% | $3,826-1.4% | - |
| Participant deferral / active EE | $3,353 | $3,490-3.9% | $4,672-28.2% | - |
| Admin fee / account holder | $1,676 | $9,628-82.6% | $8,547-80.4% | - |