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 | $32,074 | $99,341-67.7% | $84,750-62.2% | $273,961-88.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.06% | 22.93%-25.0pp | 22.78%-24.8pp | 41.45%-43.5pp |
| Employer contribution / active EE | $3,872 | $4,214-8.1% | $3,574+8.3% | $4,869-20.5% |
| Participant deferral / active EE | $660 | $4,269-84.5% | $3,712-82.2% | $5,287-87.5% |
| Admin fee / account holder | $3,395 | $6,644-48.9% | $5,332-36.3% | $10,132-66.5% |