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 | $48,611 | $54,350-10.6% | $82,719-41.2% | $68,494-29.0% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -20.74% | -13.67%-7.1pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,229 | $2,218-44.6% | $3,009-59.2% | $2,596-52.7% |
| Participant deferral / active EE | $808 | $3,246-75.1% | $4,395-81.6% | $4,027-79.9% |
| Admin fee / account holder | $5,764 | $4,395+31.1% | $5,329+8.2% | $5,403+6.7% |