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 | $35,311 | $77,813-54.6% | $123,544-71.4% | $64,186-45.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.74% | 12.48%-22.2pp | 119.20%-128.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $6,250 | $3,014+107.4% | $4,628+35.1% | $2,381+162.5% |
| Participant deferral / active EE | $2,102 | $5,240-59.9% | $6,426-67.3% | $3,470-39.4% |
| Admin fee / account holder | $3,172 | $5,519-42.5% | $9,284-65.8% | $4,888-35.1% |