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 | $22,521 | $106,515-78.9% | $96,683-76.7% | $139,434-83.8% |
| Participation rate | 94.1% | 77.8%+16.3pp | 74.3%+19.8pp | 80.3%+13.8pp |
| Annual return | -6.73% | 38.43%-45.2pp | 35.69%-42.4pp | 372.94%-379.7pp |
| Employer contribution / active EE | $6,850 | $4,103+66.9% | $3,737+83.3% | $4,751+44.2% |
| Participant deferral / active EE | $688 | $5,454-87.4% | $4,878-85.9% | $6,710-89.7% |
| Admin fee / account holder | $467 | $7,877-94.1% | $6,730-93.1% | $11,403-95.9% |