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 | $57,616 | $100,754-42.8% | $86,677-33.5% | $134,475-57.2% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -23.87% | 29.04%-52.9pp | 35.91%-59.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,295 | $3,489-62.9% | $2,836-54.3% | $4,740-72.7% |
| Participant deferral / active EE | $1,503 | $5,338-71.8% | $4,656-67.7% | $6,400-76.5% |
| Admin fee / account holder | $1,113 | $10,926-89.8% | $7,493-85.2% | $11,426-90.3% |