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 | $32,340 | $167,484-80.7% | $151,611-78.7% | $134,475-76.0% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.5%-11.0pp | 81.2%-4.8pp |
| Annual return | -35.51% | 7.80%-43.3pp | 3.33%-38.8pp | 417.96%-453.5pp |
| Employer contribution / active EE | $6,755 | $6,829-1.1% | $6,166+9.6% | $4,740+42.5% |
| Participant deferral / active EE | $2,374 | $8,986-73.6% | $8,363-71.6% | $6,400-62.9% |
| Admin fee / account holder | $6,079 | $13,783-55.9% | $11,616-47.7% | $11,426-46.8% |