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 | $50,024 | $123,793-59.6% | $177,821-71.9% | $79,858-37.4% |
| Participation rate | 98.3% | 84.7%+13.6pp | 87.7%+10.6pp | 69.6%+28.7pp |
| Annual return | -18.59% | 22.82%-41.4pp | 48.32%-66.9pp | 31.71%-50.3pp |
| Employer contribution / active EE | $3,827 | $4,095-6.5% | $5,918-35.3% | $2,471+54.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,036 | $7,243-85.7% | $12,427-91.7% | $5,306-80.5% |