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 | $51,688 | $94,529-45.3% | $140,016-63.1% | $64,186-19.5% |
| Participation rate | 72.0% | 84.1%-12.1pp | 87.5%-15.5pp | 69.6%+2.4pp |
| Annual return | -7.88% | 7.77%-15.6pp | 651.12%-659.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,923 | $3,812-49.6% | $5,606-65.7% | $2,381-19.2% |
| Participant deferral / active EE | $2,379 | $5,250-54.7% | $6,927-65.7% | $3,470-31.4% |
| Admin fee / account holder | $2,334 | $6,741-65.4% | $10,705-78.2% | $4,888-52.3% |