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 | $76,557 | $106,515-28.1% | $96,683-20.8% | $139,434-45.1% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | -8.79% | 38.43%-47.2pp | 35.69%-44.5pp | 372.94%-381.7pp |
| Employer contribution / active EE | $5,500 | $4,103+34.1% | $3,737+47.2% | $4,751+15.8% |
| Participant deferral / active EE | $1,335 | $5,454-75.5% | $4,878-72.6% | $6,710-80.1% |
| Admin fee / account holder | $2,158 | $7,877-72.6% | $6,730-67.9% | $11,403-81.1% |