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 | $34,878 | $79,633-56.2% | $93,789-62.8% | $68,494-49.1% |
| Participation rate | 73.3% | 75.4%-2.0pp | 81.0%-7.6pp | 67.9%+5.4pp |
| Annual return | -19.15% | -0.10%-19.0pp | -11.33%-7.8pp | -7.84%-11.3pp |
| Employer contribution / active EE | $7,028 | $3,665+91.7% | $4,323+62.6% | $2,596+170.7% |
| Participant deferral / active EE | $1,585 | $5,158-69.3% | $6,094-74.0% | $4,027-60.6% |
| Admin fee / account holder | $2,116 | $6,871-69.2% | $7,195-70.6% | $5,403-60.8% |