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 | $77,020 | $101,724-24.3% | $164,813-53.3% | $80,856-4.7% |
| Participation rate | 95.1% | 71.8%+23.3pp | 78.6%+16.5pp | 67.6%+27.4pp |
| Annual return | -27.15% | 16.72%-43.9pp | 69.93%-97.1pp | 35.59%-62.7pp |
| Employer contribution / active EE | $4,093 | $2,953+38.6% | $4,341-5.7% | $2,755+48.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,970 | $8,227-63.9% | $12,690-76.6% | $6,918-57.1% |