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 | $21,689 | $77,634-72.1% | $156,549-86.1% | $62,891-65.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.40% | 50.32%-51.7pp | 32.23%-33.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $1,854 | $3,444-46.2% | $5,501-66.3% | $2,281-18.7% |
| Participant deferral / active EE | $737 | $3,045-75.8% | $4,871-84.9% | $3,203-77.0% |
| Admin fee / account holder | $11,336 | $5,561+103.8% | $13,027-13.0% | $4,296+163.9% |