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 | $75,277 | $142,405-47.1% | $115,157-34.6% | $152,861-50.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | -0.65% | 41.48%-42.1pp | 35.60%-36.3pp | 345.32%-346.0pp |
| Employer contribution / active EE | $1,618 | $4,010-59.6% | $3,179-49.1% | $4,762-66.0% |
| Participant deferral / active EE | $1,424 | $5,164-72.4% | $4,168-65.8% | $5,850-75.7% |
| Admin fee / account holder | $97,160 | $8,462+1048.2% | $7,088+1270.8% | $11,596+737.8% |