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 | $25,502 | $64,707-60.6% | $112,228-77.3% | $68,494-62.8% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -32.17% | -11.40%-20.8pp | 27.45%-59.6pp | -7.84%-24.3pp |
| Employer contribution / active EE | $830 | $2,746-69.8% | $3,635-77.2% | $2,596-68.0% |
| Participant deferral / active EE | $1,101 | $3,565-69.1% | $4,728-76.7% | $4,027-72.7% |
| Admin fee / account holder | $949 | $5,232-81.9% | $6,410-85.2% | $5,403-82.4% |