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 | $80,050 | $142,344-43.8% | $119,609-33.1% | $134,475-40.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -31.00% | -12.44%-18.6pp | -14.97%-16.0pp | 417.96%-449.0pp |
| Employer contribution / active EE | $3,250 | $5,222-37.8% | $4,232-23.2% | $4,740-31.4% |
| Participant deferral / active EE | $704 | $6,469-89.1% | $5,602-87.4% | $6,400-89.0% |
| Admin fee / account holder | $7,982 | $13,584-41.2% | $10,323-22.7% | $11,426-30.1% |