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 | $162,815 | $165,335-1.5% | $149,696+8.8% | $158,922+2.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -5.77% | 348.15%-353.9pp | 276.60%-282.4pp | 302.83%-308.6pp |
| Employer contribution / active EE | $3,559 | $5,103-30.2% | $4,644-23.4% | $4,761-25.2% |
| Participant deferral / active EE | $619 | $7,181-91.4% | $6,842-90.9% | $5,982-89.6% |
| Admin fee / account holder | $2,146 | $10,807-80.1% | $9,309-77.0% | $11,246-80.9% |