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 7-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 | $23,317 | $88,707-73.7% | $74,183-68.6% | $273,961-91.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -32.98% | 11.94%-44.9pp | 17.74%-50.7pp | 41.45%-74.4pp |
| Employer contribution / active EE | $940 | $3,159-70.2% | $2,370-60.3% | $4,869-80.7% |
| Participant deferral / active EE | $1,203 | $4,212-71.4% | $3,550-66.1% | $5,287-77.2% |
| Admin fee / account holder | $2,136 | $8,717-75.5% | $5,586-61.8% | $10,132-78.9% |