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 | $67,100 | $109,359-38.6% | $162,163-58.6% | $72,985-8.1% |
| Participation rate | 90.6% | 84.3%+6.4pp | 87.6%+3.1pp | 69.5%+21.1pp |
| Annual return | -0.54% | 25.46%-26.0pp | 115.59%-116.1pp | 81.00%-81.5pp |
| Employer contribution / active EE | $2,387 | $3,907-38.9% | $5,614-57.5% | $2,440-2.2% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,394 | $7,972+42.9% | $10,843+5.1% | $5,124+122.3% |