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 | $26,644 | $95,862-72.2% | $79,550-66.5% | $134,475-80.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.42% | -2.69%-19.7pp | 0.16%-22.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $745 | $3,128-76.2% | $2,413-69.1% | $4,740-84.3% |
| Participant deferral / active EE | $785 | $4,693-83.3% | $3,985-80.3% | $6,400-87.7% |
| Admin fee / account holder | $1,848 | $9,126-79.8% | $6,832-73.0% | $11,426-83.8% |