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 3-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 | $45,015 | $100,970-55.4% | $96,576-53.4% | $137,256-67.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -30.20% | 38.16%-68.4pp | 38.47%-68.7pp | 220.34%-250.5pp |
| Employer contribution / active EE | $969 | $3,809-74.6% | $3,553-72.7% | $4,156-76.7% |
| Participant deferral / active EE | $1,212 | $8,286-85.4% | $7,956-84.8% | $6,407-81.1% |
| Admin fee / account holder | $21,988 | $11,312+94.4% | $11,381+93.2% | $12,270+79.2% |