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 | $23,003 | $45,863-49.8% | $77,024-70.1% | $68,494-66.4% |
| Participation rate | 75.7% | 55.9%+19.8pp | 67.9%+7.8pp | 67.9%+7.8pp |
| Annual return | -23.73% | 1.72%-25.4pp | 42.32%-66.0pp | -7.84%-15.9pp |
| Employer contribution / active EE | $550 | $1,650-66.6% | $2,812-80.4% | $2,596-78.8% |
| Participant deferral / active EE | $472 | $2,962-84.1% | $4,426-89.3% | $4,027-88.3% |
| Admin fee / account holder | $8,882 | $3,041+192.1% | $5,425+63.7% | $5,403+64.4% |