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 | $51,326 | $142,344-63.9% | $119,609-57.1% | $134,475-61.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.24% | -12.44%-7.8pp | -14.97%-5.3pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,747 | $5,222-66.6% | $4,232-58.7% | $4,740-63.1% |
| Participant deferral / active EE | $1,657 | $6,469-74.4% | $5,602-70.4% | $6,400-74.1% |
| Admin fee / account holder | $380 | $13,584-97.2% | $10,323-96.3% | $11,426-96.7% |