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 | $36,047 | $99,032-63.6% | $80,019-55.0% | $135,375-73.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.36% | 15.39%-25.8pp | 11.22%-21.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,145 | $3,043-29.5% | $2,468-13.1% | $4,779-55.1% |
| Participant deferral / active EE | $332 | $4,282-92.3% | $3,686-91.0% | $5,609-94.1% |
| Admin fee / account holder | $871 | $10,436-91.7% | $6,521-86.6% | $10,827-92.0% |