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 | $14,495 | $95,862-84.9% | $79,550-81.8% | $134,475-89.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -46.66% | -2.69%-44.0pp | 0.16%-46.8pp | 417.96%-464.6pp |
| Employer contribution / active EE | $1,167 | $3,128-62.7% | $2,413-51.7% | $4,740-75.4% |
| Participant deferral / active EE | $520 | $4,693-88.9% | $3,985-87.0% | $6,400-91.9% |
| Admin fee / account holder | $6,761 | $9,126-25.9% | $6,832-1.0% | $11,426-40.8% |