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 | $47,400 | $165,335-71.3% | $149,696-68.3% | $158,922-70.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -11.49% | 348.15%-359.6pp | 276.60%-288.1pp | 302.83%-314.3pp |
| Employer contribution / active EE | $13,981 | $5,103+174.0% | $4,644+201.0% | $4,761+193.6% |
| Participant deferral / active EE | $1,056 | $7,181-85.3% | $6,842-84.6% | $5,982-82.3% |
| Admin fee / account holder | $165,904 | $10,807+1435.2% | $9,309+1682.3% | $11,246+1375.3% |