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 7-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 | $36,612 | $167,307-78.1% | $143,757-74.5% | $134,475-72.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -40.72% | 0.46%-41.2pp | -0.04%-40.7pp | 417.96%-458.7pp |
| Employer contribution / active EE | $2,780 | $5,619-50.5% | $4,951-43.8% | $4,740-41.3% |
| Participant deferral / active EE | $1,587 | $6,446-75.4% | $5,637-71.8% | $6,400-75.2% |
| Admin fee / account holder | $523 | $18,088-97.1% | $14,673-96.4% | $11,426-95.4% |