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 | $36,591 | $131,829-72.2% | $108,579-66.3% | $273,961-86.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -3.62% | -91.57%+87.9pp | -51.70%+48.1pp | 41.45%-45.1pp |
| Employer contribution / active EE | $1,437 | $4,912-70.8% | $3,758-61.8% | $4,869-70.5% |
| Participant deferral / active EE | $1,428 | $5,127-72.2% | $4,311-66.9% | $5,287-73.0% |
| Admin fee / account holder | $6,101 | $10,252-40.5% | $7,645-20.2% | $10,132-39.8% |