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 | $26,892 | $103,949-74.1% | $69,182-61.1% | $273,961-90.2% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | -2.14% | 35.28%-37.4pp | -21.93%+19.8pp | 41.45%-43.6pp |
| Employer contribution / active EE | $5,357 | $1,783+200.5% | $1,206+344.1% | $4,869+10.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,057 | $3,671-71.2% | $2,697-60.8% | $10,132-89.6% |