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 5-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 | $97,888 | $114,381-14.4% | $107,525-9.0% | $142,382-31.2% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | -2.16% | 242.71%-244.9pp | 181.32%-183.5pp | 217.08%-219.2pp |
| Employer contribution / active EE | $1,107 | $4,015-72.4% | $3,754-70.5% | $4,299-74.2% |
| Participant deferral / active EE | $1,383 | $5,564-75.1% | $5,116-73.0% | $6,507-78.8% |
| Admin fee / account holder | $1,553 | $9,860-84.3% | $8,919-82.6% | $12,624-87.7% |