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 | $37,931 | $72,177-47.4% | $115,037-67.0% | $59,632-36.4% |
| Participation rate | 74.2% | 72.6%+1.6pp | 81.4%-7.2pp | 68.7%+5.5pp |
| Annual return | -7.01% | 12.02%-19.0pp | 26.14%-33.1pp | 2041.28%-2048.3pp |
| Employer contribution / active EE | $845 | $2,841-70.3% | $4,608-81.7% | $2,203-61.7% |
| Participant deferral / active EE | $1,187 | $4,783-75.2% | $6,026-80.3% | $3,192-62.8% |
| Admin fee / account holder | $539 | $4,927-89.1% | $8,175-93.4% | $4,297-87.5% |