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 | $55,971 | $131,829-57.5% | $108,579-48.5% | $273,961-79.6% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | -0.85% | -91.57%+90.7pp | -51.70%+50.8pp | 41.45%-42.3pp |
| Employer contribution / active EE | $6,581 | $4,912+34.0% | $3,758+75.1% | $4,869+35.2% |
| Participant deferral / active EE | $46 | $5,127-99.1% | $4,311-98.9% | $5,287-99.1% |
| Admin fee / account holder | $1,963 | $10,252-80.9% | $7,645-74.3% | $10,132-80.6% |