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 | $57,652 | $94,529-39.0% | $140,016-58.8% | $64,186-10.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -7.59% | 7.77%-15.4pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,497 | $3,812-60.7% | $5,606-73.3% | $2,381-37.1% |
| Participant deferral / active EE | $2,365 | $5,250-55.0% | $6,927-65.9% | $3,470-31.8% |
| Admin fee / account holder | $1,516 | $6,741-77.5% | $10,705-85.8% | $4,888-69.0% |