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 | $103,428 | $167,484-38.2% | $151,611-31.8% | $134,475-23.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.52% | 7.80%-30.3pp | 3.33%-25.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $2,230 | $6,829-67.3% | $6,166-63.8% | $4,740-52.9% |
| Participant deferral / active EE | $2,870 | $8,986-68.1% | $8,363-65.7% | $6,400-55.2% |
| Admin fee / account holder | $1,110 | $13,783-91.9% | $11,616-90.4% | $11,426-90.3% |