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 | $27,582 | $64,707-57.4% | $112,228-75.4% | $68,494-59.7% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -25.31% | -11.40%-13.9pp | 27.45%-52.8pp | -7.84%-17.5pp |
| Employer contribution / active EE | $2,016 | $2,746-26.6% | $3,635-44.5% | $2,596-22.3% |
| Participant deferral / active EE | $1,283 | $3,565-64.0% | $4,728-72.9% | $4,027-68.1% |
| Admin fee / account holder | $739 | $5,232-85.9% | $6,410-88.5% | $5,403-86.3% |