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 | $100,021 | $135,952-26.4% | $123,892-19.3% | $273,961-63.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | -7.11% | 56.63%-63.7pp | 47.52%-54.6pp | 41.45%-48.6pp |
| Employer contribution / active EE | $975 | $5,170-81.1% | $4,617-78.9% | $4,869-80.0% |
| Participant deferral / active EE | $1,723 | $6,343-72.8% | $5,984-71.2% | $5,287-67.4% |
| Admin fee / account holder | $48,480 | $9,817+393.8% | $8,357+480.1% | $10,132+378.5% |