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 | $44,362 | $71,883-38.3% | $86,677-48.8% | $68,494-35.2% |
| Participation rate | 81.5% | 72.2%+9.2pp | 76.6%+4.9pp | 67.9%+13.6pp |
| Annual return | -21.33% | 3.52%-24.9pp | 35.91%-57.2pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,449 | $2,173-33.3% | $2,836-48.9% | $2,596-44.2% |
| Participant deferral / active EE | $1,475 | $3,779-61.0% | $4,656-68.3% | $4,027-63.4% |
| Admin fee / account holder | $2,401 | $6,112-60.7% | $7,493-68.0% | $5,403-55.6% |