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 | $28,665 | $103,376-72.3% | $87,100-67.1% | $152,861-81.2% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | -2.72% | 28.10%-30.8pp | 28.19%-30.9pp | 345.32%-348.0pp |
| Employer contribution / active EE | $1,338 | $3,220-58.4% | $2,521-46.9% | $4,762-71.9% |
| Participant deferral / active EE | $1,510 | $4,778-68.4% | $4,049-62.7% | $5,850-74.2% |
| Admin fee / account holder | $10,598 | $12,205-13.2% | $7,497+41.4% | $11,596-8.6% |