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 | $10,677 | $43,483-75.4% | $54,726-80.5% | $64,186-83.4% |
| Participation rate | 92.3% | 72.2%+20.2pp | 79.1%+13.2pp | 69.6%+22.7pp |
| Annual return | -19.61% | -1.03%-18.6pp | -4.56%-15.0pp | 7.63%-27.2pp |
| Employer contribution / active EE | $1,558 | $2,632-40.8% | $3,449-54.8% | $2,381-34.6% |
| Participant deferral / active EE | $568 | $3,102-81.7% | $3,953-85.6% | $3,470-83.6% |
| Admin fee / account holder | $513 | $4,250-87.9% | $3,818-86.6% | $4,888-89.5% |