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 | $74,779 | $165,335-54.8% | $149,696-50.0% | $158,922-52.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.17% | 348.15%-348.3pp | 276.60%-276.8pp | 302.83%-303.0pp |
| Employer contribution / active EE | $16,552 | $5,103+224.4% | $4,644+256.4% | $4,761+247.6% |
| Participant deferral / active EE | $1,809 | $7,181-74.8% | $6,842-73.6% | $5,982-69.8% |
| Admin fee / account holder | $152,669 | $10,807+1312.7% | $9,309+1540.1% | $11,246+1257.6% |