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 | $91,968 | $142,344-35.4% | $119,609-23.1% | $134,475-31.6% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -21.89% | -12.44%-9.5pp | -14.97%-6.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,940 | $6,469-70.0% | $5,602-65.4% | $6,400-69.7% |
| Admin fee / account holder | $1,606 | $13,584-88.2% | $10,323-84.4% | $11,426-85.9% |