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 | $31,557 | $76,912-59.0% | $129,110-75.6% | $68,494-53.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -21.36% | -9.78%-11.6pp | -10.94%-10.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,732 | $3,243-46.6% | $5,052-65.7% | $2,596-33.3% |
| Participant deferral / active EE | $1,646 | $4,732-65.2% | $6,542-74.8% | $4,027-59.1% |
| Admin fee / account holder | $1,241 | $6,638-81.3% | $14,302-91.3% | $5,403-77.0% |