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 | $61,229 | $115,770-47.1% | $101,248-39.5% | $158,922-61.5% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | -6.82% | 56.14%-63.0pp | 46.47%-53.3pp | 302.83%-309.6pp |
| Employer contribution / active EE | $1,500 | $4,175-64.1% | $3,660-59.0% | $4,761-68.5% |
| Participant deferral / active EE | $705 | $4,957-85.8% | $4,370-83.9% | $5,982-88.2% |
| Admin fee / account holder | $3,467 | $7,245-52.2% | $5,945-41.7% | $11,246-69.2% |