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 | $106,584-57.8% | $101,326-55.6% | $142,382-68.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | -30.20% | 36.93%-67.1pp | 36.82%-67.0pp | 217.08%-247.3pp |
| Employer contribution / active EE | $969 | $3,956-75.5% | $3,665-73.6% | $4,299-77.5% |
| Participant deferral / active EE | $1,212 | $8,297-85.4% | $7,994-84.8% | $6,507-81.4% |
| Admin fee / account holder | $21,988 | $11,446+92.1% | $11,185+96.6% | $12,624+74.2% |