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 | $14,537 | $77,634-81.3% | $156,549-90.7% | $62,891-76.9% |
| Participation rate | 88.9% | 71.2%+17.7pp | 84.0%+4.9pp | 69.3%+19.6pp |
| Annual return | -0.61% | 50.32%-50.9pp | 32.23%-32.8pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,415 | $3,444-58.9% | $5,501-74.3% | $2,281-38.0% |
| Participant deferral / active EE | $678 | $3,045-77.7% | $4,871-86.1% | $3,203-78.8% |
| Admin fee / account holder | $2,132 | $5,561-61.7% | $13,027-83.6% | $4,296-50.4% |