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 | $58,568 | $91,552-36.0% | $133,956-56.3% | $79,858-26.7% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | -8.17% | 61.85%-70.0pp | 45.09%-53.3pp | 31.71%-39.9pp |
| Employer contribution / active EE | $5,179 | $2,384+117.3% | $3,919+32.2% | $2,471+109.6% |
| Participant deferral / active EE | $1,578 | $3,733-57.7% | $5,048-68.7% | $3,740-57.8% |
| Admin fee / account holder | $1,235 | $6,321-80.5% | $8,927-86.2% | $5,306-76.7% |