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 | $39,764 | $64,707-38.5% | $112,228-64.6% | $68,494-41.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -25.48% | -11.40%-14.1pp | 27.45%-52.9pp | -7.84%-17.6pp |
| Employer contribution / active EE | $12,849 | $2,746+367.9% | $3,635+253.5% | $2,596+394.9% |
| Participant deferral / active EE | $628 | $3,565-82.4% | $4,728-86.7% | $4,027-84.4% |
| Admin fee / account holder | $562 | $5,232-89.3% | $6,410-91.2% | $5,403-89.6% |