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 | $37,266 | $100,754-63.0% | $86,677-57.0% | $134,475-72.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.54% | 29.04%-49.6pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $1,490 | $3,489-57.3% | $2,836-47.5% | $4,740-68.6% |
| Participant deferral / active EE | $1,535 | $5,338-71.3% | $4,656-67.0% | $6,400-76.0% |
| Admin fee / account holder | $3,377 | $10,926-69.1% | $7,493-54.9% | $11,426-70.4% |