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 | $39,857 | $77,813-48.8% | $123,544-67.7% | $64,186-37.9% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -9.42% | 12.48%-21.9pp | 119.20%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $5,464 | $3,014+81.3% | $4,628+18.1% | $2,381+129.5% |
| Participant deferral / active EE | $1,461 | $5,240-72.1% | $6,426-77.3% | $3,470-57.9% |
| Admin fee / account holder | $679 | $5,519-87.7% | $9,284-92.7% | $4,888-86.1% |