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 | $80,183 | $175,600-54.3% | $129,110-37.9% | $134,475-40.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.99% | -11.39%-8.6pp | -10.94%-9.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,585 | $6,355-75.1% | $5,052-68.6% | $4,740-66.6% |
| Participant deferral / active EE | $1,982 | $7,975-75.2% | $6,542-69.7% | $6,400-69.0% |
| Admin fee / account holder | $785 | $23,567-96.7% | $14,302-94.5% | $11,426-93.1% |