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 | $84,135 | $78,705+6.9% | $117,854-28.6% | $70,131+20.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -2.85% | 23.30%-26.1pp | 335.08%-337.9pp | 73.14%-76.0pp |
| Employer contribution / active EE | $10,441 | $2,223+369.6% | $3,786+175.8% | $2,342+345.7% |
| Participant deferral / active EE | $982 | $3,297-70.2% | $4,482-78.1% | $3,332-70.5% |
| Admin fee / account holder | $14,867 | $5,065+193.5% | $8,020+85.4% | $4,645+220.0% |