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 5-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 | $14,226 | $108,919-86.9% | $100,391-85.8% | $145,922-90.3% |
| Participation rate | 90.5% | 82.9%+7.5pp | 81.5%+9.0pp | 80.3%+10.2pp |
| Annual return | 0.86% | 57.88%-57.0pp | 49.20%-48.3pp | 561.29%-560.4pp |
| Employer contribution / active EE | $3,316 | $4,419-25.0% | $3,942-15.9% | $4,660-28.8% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $585 | $9,689-94.0% | $7,899-92.6% | $13,397-95.6% |