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 | $12,588 | $45,152-72.1% | $73,843-83.0% | $59,632-78.9% |
| Participation rate | 98.8% | 64.0%+34.8pp | 73.4%+25.4pp | 68.7%+30.1pp |
| Annual return | -3.39% | 27.40%-30.8pp | 2267.84%-2271.2pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $1,289 | $1,902-32.2% | $2,787-53.7% | $2,203-41.5% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,747 | $3,516-50.3% | $4,880-64.2% | $4,297-59.3% |