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 | $73,926 | $167,307-55.8% | $143,757-48.6% | $134,475-45.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -23.34% | 0.46%-23.8pp | -0.04%-23.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,447 | $5,619-56.5% | $4,951-50.6% | $4,740-48.4% |
| Participant deferral / active EE | $1,616 | $6,446-74.9% | $5,637-71.3% | $6,400-74.7% |
| Admin fee / account holder | $453 | $18,088-97.5% | $14,673-96.9% | $11,426-96.0% |