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 | $34,502 | $91,190-62.2% | $178,490-80.7% | $79,858-56.8% |
| Participation rate | 81.7% | 69.2%+12.5pp | 81.9%-0.2pp | 69.6%+12.1pp |
| Annual return | -0.28% | 24.19%-24.5pp | 151.07%-151.4pp | 31.71%-32.0pp |
| Employer contribution / active EE | $2,038 | $3,256-37.4% | $5,011-59.3% | $2,471-17.5% |
| Participant deferral / active EE | $43 | $3,236-98.7% | $5,202-99.2% | $3,740-98.8% |
| Admin fee / account holder | $2,527 | $6,751-62.6% | $13,984-81.9% | $5,306-52.4% |