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 | $50,294 | $112,096-55.1% | $95,952-47.6% | $158,922-68.4% |
| Participation rate | 81.0% | 79.0%+2.0pp | 77.1%+3.9pp | 82.0%-1.0pp |
| Annual return | -4.60% | 171.09%-175.7pp | 91.61%-96.2pp | 302.83%-307.4pp |
| Employer contribution / active EE | $953 | $3,198-70.2% | $2,541-62.5% | $4,761-80.0% |
| Participant deferral / active EE | $1,473 | $4,784-69.2% | $4,167-64.6% | $5,982-75.4% |
| Admin fee / account holder | $19,242 | $10,130+89.9% | $6,795+183.2% | $11,246+71.1% |