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 | $100,739 | $127,100-20.7% | $105,738-4.7% | $135,375-25.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -21.55% | 4.49%-26.0pp | 6.27%-27.8pp | 519.73%-541.3pp |
| Employer contribution / active EE | $857 | $4,107-79.1% | $3,268-73.8% | $4,779-82.1% |
| Participant deferral / active EE | $165 | $5,064-96.7% | $4,080-96.0% | $5,609-97.1% |
| Admin fee / account holder | $1,439 | $9,087-84.2% | $6,913-79.2% | $10,827-86.7% |