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 | $36,524 | $167,307-78.2% | $143,757-74.6% | $134,475-72.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.48% | 0.46%-22.9pp | -0.04%-22.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,000 | $5,619-28.8% | $4,951-19.2% | $4,740-15.6% |
| Participant deferral / active EE | $1,867 | $6,446-71.0% | $5,637-66.9% | $6,400-70.8% |
| Admin fee / account holder | $1,089 | $18,088-94.0% | $14,673-92.6% | $11,426-90.5% |