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 | $19,667 | $77,634-74.7% | $156,549-87.4% | $62,891-68.7% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | -0.62% | 50.32%-50.9pp | 32.23%-32.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,921 | $3,444-44.2% | $5,501-65.1% | $2,281-15.8% |
| Participant deferral / active EE | $482 | $3,045-84.2% | $4,871-90.1% | $3,203-85.0% |
| Admin fee / account holder | $883 | $5,561-84.1% | $13,027-93.2% | $4,296-79.4% |