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 | $50,560 | $110,094-54.1% | $151,611-66.7% | $68,494-26.2% |
| Participation rate | 75.7% | 84.0%-8.3pp | 87.5%-11.8pp | 67.9%+7.8pp |
| Annual return | -19.18% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,695 | $4,471-62.1% | $6,166-72.5% | $2,596-34.7% |
| Participant deferral / active EE | $2,852 | $6,527-56.3% | $8,363-65.9% | $4,027-29.2% |
| Admin fee / account holder | $4,910 | $7,719-36.4% | $11,616-57.7% | $5,403-9.1% |