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 | $58,611 | $112,096-47.7% | $95,952-38.9% | $158,922-63.1% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 1.37% | 171.09%-169.7pp | 91.61%-90.2pp | 302.83%-301.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $787 | $4,784-83.6% | $4,167-81.1% | $5,982-86.9% |
| Admin fee / account holder | $12,649 | $10,130+24.9% | $6,795+86.1% | $11,246+12.5% |