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 | $51,985 | $89,652-42.0% | $141,162-63.2% | $65,185-20.2% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | -7.71% | 32.79%-40.5pp | 71.39%-79.1pp | 29.38%-37.1pp |
| Employer contribution / active EE | $1,136 | $3,065-62.9% | $4,735-76.0% | $2,177-47.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $933 | $569+64.0% | $10,261-90.9% | $847+10.1% |