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 | $192,845 | $88,707+117.4% | $74,183+160.0% | $273,961-29.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.16% | 11.94%-14.1pp | 17.74%-19.9pp | 41.45%-43.6pp |
| Employer contribution / active EE | $7,635 | $3,159+141.7% | $2,370+222.2% | $4,869+56.8% |
| Participant deferral / active EE | $83 | $4,212-98.0% | $3,550-97.7% | $5,287-98.4% |
| Admin fee / account holder | $4,722 | $8,717-45.8% | $5,586-15.5% | $10,132-53.4% |