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 | $41,360 | $127,386-67.5% | $115,037-64.0% | $125,391-67.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -4.37% | 31.28%-35.6pp | 26.14%-30.5pp | 282.22%-286.6pp |
| Employer contribution / active EE | $1,068 | $5,166-79.3% | $4,608-76.8% | $4,866-78.1% |
| Participant deferral / active EE | $1,489 | $6,423-76.8% | $6,026-75.3% | $5,352-72.2% |
| Admin fee / account holder | $529 | $9,516-94.4% | $8,175-93.5% | $9,540-94.5% |