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 | $70,482 | $83,427-15.5% | $115,756-39.1% | $68,494+2.9% |
| Participation rate | 97.8% | 71.9%+25.9pp | 77.1%+20.7pp | 67.9%+29.9pp |
| Annual return | -18.96% | -10.95%-8.0pp | 143.14%-162.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $5,678 | $3,075+84.7% | $3,793+49.7% | $2,596+118.7% |
| Participant deferral / active EE | $656 | $5,355-87.7% | $6,254-89.5% | $4,027-83.7% |
| Admin fee / account holder | $2,146 | $5,708-62.4% | $8,124-73.6% | $5,403-60.3% |