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 | $25,714 | $133,958-80.8% | $112,228-77.1% | $134,475-80.9% |
| Participation rate | 85.0% | 78.6%+6.4pp | 75.1%+9.9pp | 81.2%+3.8pp |
| Annual return | -20.93% | 47.11%-68.0pp | 27.45%-48.4pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,572 | $4,038-36.3% | $3,635-29.2% | $4,740-45.7% |
| Participant deferral / active EE | $426 | $5,291-91.9% | $4,728-91.0% | $6,400-93.3% |
| Admin fee / account holder | $16,575 | $7,489+121.3% | $6,410+158.6% | $11,426+45.1% |