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 | $29,542 | $45,152-34.6% | $73,843-60.0% | $59,632-50.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -4.96% | 27.40%-32.4pp | 2267.84%-2272.8pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $2,988 | $1,902+57.1% | $2,787+7.2% | $2,203+35.7% |
| Participant deferral / active EE | $133 | $2,574-94.8% | $3,583-96.3% | $3,192-95.8% |
| Admin fee / account holder | $1,308 | $3,516-62.8% | $4,880-73.2% | $4,297-69.6% |