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 | $21,770 | $57,354-62.0% | $83,848-74.0% | $64,186-66.1% |
| Participation rate | 71.6% | 68.6%+3.0pp | 76.1%-4.5pp | 69.6%+2.0pp |
| Annual return | -10.04% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.7pp |
| Employer contribution / active EE | $5,726 | $2,545+125.0% | $3,631+57.7% | $2,381+140.5% |
| Participant deferral / active EE | $873 | $2,993-70.8% | $4,082-78.6% | $3,470-74.8% |
| Admin fee / account holder | $2,006 | $4,046-50.4% | $5,478-63.4% | $4,888-59.0% |