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 | $28,657 | $127,386-77.5% | $115,037-75.1% | $125,391-77.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.93% | 31.28%-40.2pp | 26.14%-35.1pp | 282.22%-291.2pp |
| Employer contribution / active EE | $1,133 | $5,166-78.1% | $4,608-75.4% | $4,866-76.7% |
| Participant deferral / active EE | $168 | $6,423-97.4% | $6,026-97.2% | $5,352-96.9% |
| Admin fee / account holder | $2,864 | $9,516-69.9% | $8,175-65.0% | $9,540-70.0% |