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 | $12,544 | $109,327-88.5% | $89,391-86.0% | $158,922-92.1% |
| Participation rate | 86.7% | 74.3%+12.4pp | 68.0%+18.7pp | 82.0%+4.7pp |
| Annual return | -5.49% | 345.68%-351.2pp | 245.62%-251.1pp | 302.83%-308.3pp |
| Employer contribution / active EE | $2,484 | $3,170-21.6% | $2,586-3.9% | $4,761-47.8% |
| Participant deferral / active EE | $712 | $4,598-84.5% | $3,890-81.7% | $5,982-88.1% |
| Admin fee / account holder | $4,328 | $6,153-29.7% | $4,881-11.3% | $11,246-61.5% |