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 | $48,847 | $94,529-48.3% | $140,016-65.1% | $64,186-23.9% |
| Participation rate | 77.4% | 84.1%-6.7pp | 87.5%-10.1pp | 69.6%+7.9pp |
| Annual return | -10.66% | 7.77%-18.4pp | 651.12%-661.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,387 | $3,812-63.6% | $5,606-75.3% | $2,381-41.8% |
| Participant deferral / active EE | $1,718 | $5,250-67.3% | $6,927-75.2% | $3,470-50.5% |
| Admin fee / account holder | $816 | $6,741-87.9% | $10,705-92.4% | $4,888-83.3% |