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 | $31,660 | $116,175-72.7% | $93,606-66.2% | $152,861-79.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | -5.87% | 35.96%-41.8pp | 32.76%-38.6pp | 345.32%-351.2pp |
| Employer contribution / active EE | $1,879 | $3,218-41.6% | $2,718-30.9% | $4,762-60.5% |
| Participant deferral / active EE | $1,095 | $4,603-76.2% | $4,069-73.1% | $5,850-81.3% |
| Admin fee / account holder | $19,420 | $10,748+80.7% | $7,888+146.2% | $11,596+67.5% |