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 | $44,878 | $94,529-52.5% | $140,016-67.9% | $64,186-30.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.68% | 7.77%-15.5pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,535 | $3,812-33.5% | $5,606-54.8% | $2,381+6.5% |
| Participant deferral / active EE | $2,249 | $5,250-57.2% | $6,927-67.5% | $3,470-35.2% |
| Admin fee / account holder | $972 | $6,741-85.6% | $10,705-90.9% | $4,888-80.1% |