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 | $37,914 | $167,307-77.3% | $143,757-73.6% | $134,475-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.21% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $4,451 | $5,619-20.8% | $4,951-10.1% | $4,740-6.1% |
| Participant deferral / active EE | $1,825 | $6,446-71.7% | $5,637-67.6% | $6,400-71.5% |
| Admin fee / account holder | $5,494 | $18,088-69.6% | $14,673-62.6% | $11,426-51.9% |