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 | $47,335 | $73,933-36.0% | $96,683-51.0% | $75,163-37.0% |
| Participation rate | 78.7% | 66.4%+12.3pp | 74.3%+4.4pp | 67.2%+11.5pp |
| Annual return | -9.28% | 26.70%-36.0pp | 35.69%-45.0pp | 160.62%-169.9pp |
| Employer contribution / active EE | $8,730 | $2,928+198.2% | $3,737+133.6% | $2,670+227.0% |
| Participant deferral / active EE | $1,158 | $3,659-68.3% | $4,878-76.3% | $4,125-71.9% |
| Admin fee / account holder | $1,310 | $5,216-74.9% | $6,730-80.5% | $5,651-76.8% |