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 | $64,139 | $56,484+13.6% | $169,463-62.2% | $64,186-0.1% |
| Participation rate | 93.1% | 64.5%+28.5pp | 77.8%+15.3pp | 69.6%+23.5pp |
| Annual return | -22.71% | -1.55%-21.2pp | 1.83%-24.5pp | 7.63%-30.3pp |
| Employer contribution / active EE | $2,141 | $1,832+16.8% | $4,159-48.5% | $2,381-10.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $674 | $4,174-83.9% | $9,109-92.6% | $4,888-86.2% |