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 | $165,137 | $93,346+76.9% | $71,796+130.0% | $273,961-39.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.19% | 130.39%-130.6pp | 78.04%-78.2pp | 41.45%-41.6pp |
| Employer contribution / active EE | $319 | $2,733-88.3% | $1,924-83.4% | $4,869-93.4% |
| Participant deferral / active EE | $319 | $3,475-90.8% | $2,794-88.6% | $5,287-94.0% |
| Admin fee / account holder | $55,947 | $6,571+751.5% | $4,815+1061.9% | $10,132+452.2% |