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 | $38,594 | $43,327-10.9% | $59,878-35.5% | $64,186-39.9% |
| Participation rate | 76.5% | 69.2%+7.3pp | 74.7%+1.8pp | 69.6%+6.9pp |
| Annual return | -44.31% | -1.55%-42.8pp | 3.46%-47.8pp | 7.63%-51.9pp |
| Employer contribution / active EE | $2,738 | $2,028+35.0% | $2,722+0.6% | $2,381+15.0% |
| Participant deferral / active EE | $710 | $2,546-72.1% | $3,402-79.1% | $3,470-79.5% |
| Admin fee / account holder | $4,585 | $3,005+52.6% | $3,590+27.7% | $4,888-6.2% |