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 6-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 | $56,131 | $81,900-31.5% | $119,609-53.1% | $68,494-18.0% |
| Participation rate | 85.3% | 71.9%+13.4pp | 79.3%+6.0pp | 67.9%+17.4pp |
| Annual return | -22.73% | -23.82%+1.1pp | -14.97%-7.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,426 | $2,693-47.0% | $4,232-66.3% | $2,596-45.1% |
| Participant deferral / active EE | $1,817 | $4,148-56.2% | $5,602-67.6% | $4,027-54.9% |
| Admin fee / account holder | $2,609 | $6,582-60.4% | $10,323-74.7% | $5,403-51.7% |