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 | $61,352 | $152,587-59.8% | $125,175-51.0% | $152,861-59.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -0.31% | 54.84%-55.1pp | 43.79%-44.1pp | 345.32%-345.6pp |
| Employer contribution / active EE | $3,793 | $4,946-23.3% | $3,865-1.9% | $4,762-20.4% |
| Participant deferral / active EE | $1,335 | $5,868-77.2% | $4,937-73.0% | $5,850-77.2% |
| Admin fee / account holder | $1,728 | $13,434-87.1% | $9,702-82.2% | $11,596-85.1% |