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 | $100,036 | $69,010+45.0% | $159,960-37.5% | $68,494+46.1% |
| Participation rate | 97.8% | 65.4%+32.3pp | 78.0%+19.8pp | 67.9%+29.9pp |
| Annual return | -24.87% | -9.65%-15.2pp | 408.60%-433.5pp | -7.84%-17.0pp |
| Employer contribution / active EE | $5,102 | $2,213+130.5% | $4,226+20.7% | $2,596+96.5% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $6,182-100.0% | $4,027-100.0% |
| Admin fee / account holder | $7,065 | $4,798+47.3% | $8,698-18.8% | $5,403+30.8% |