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 | $39,802 | $91,552-56.5% | $133,956-70.3% | $79,858-50.2% |
| Participation rate | 74.1% | 73.3%+0.7pp | 79.8%-5.8pp | 69.6%+4.4pp |
| Annual return | -7.25% | 61.85%-69.1pp | 45.09%-52.3pp | 31.71%-39.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $622 | $3,733-83.3% | $5,048-87.7% | $3,740-83.4% |
| Admin fee / account holder | $2,488 | $6,321-60.6% | $8,927-72.1% | $5,306-53.1% |