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 | $57,657 | $76,367-24.5% | $93,606-38.4% | $72,985-21.0% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.5%+10.5pp |
| Annual return | -2.98% | 25.82%-28.8pp | 32.76%-35.7pp | 81.00%-84.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $859 | $3,538-75.7% | $4,069-78.9% | $3,607-76.2% |
| Admin fee / account holder | $14,522 | $6,838+112.4% | $7,888+84.1% | $5,124+183.4% |