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 | $32,426 | $82,664-60.8% | $125,339-74.1% | $68,494-52.7% |
| Participation rate | 76.1% | 75.0%+1.0pp | 82.4%-6.3pp | 67.9%+8.2pp |
| Annual return | -24.09% | -5.97%-18.1pp | 572.05%-596.1pp | -7.84%-16.2pp |
| Employer contribution / active EE | $1,315 | $3,381-61.1% | $4,814-72.7% | $2,596-49.4% |
| Participant deferral / active EE | $2,456 | $6,110-59.8% | $7,446-67.0% | $4,027-39.0% |
| Admin fee / account holder | $2,524 | $6,275-59.8% | $10,010-74.8% | $5,403-53.3% |