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 | $28,025 | $49,177-43.0% | $79,464-64.7% | $64,186-56.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.38% | -1.16%-9.2pp | 718.14%-728.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $3,201 | $2,076+54.2% | $2,800+14.3% | $2,381+34.5% |
| Participant deferral / active EE | $357 | $2,821-87.3% | $3,704-90.4% | $3,470-89.7% |
| Admin fee / account holder | $2,053 | $3,839-46.5% | $5,113-59.9% | $4,888-58.0% |