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 | $46,688 | $62,586-25.4% | $76,768-39.2% | $64,186-27.3% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -20.22% | -1.95%-18.3pp | 2.43%-22.6pp | 7.63%-27.9pp |
| Employer contribution / active EE | $416 | $1,832-77.3% | $2,485-83.3% | $2,381-82.5% |
| Participant deferral / active EE | $1,265 | $3,145-59.8% | $3,852-67.2% | $3,470-63.5% |
| Admin fee / account holder | $9,872 | $4,667+111.5% | $6,675+47.9% | $4,888+102.0% |