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 | $72,069 | $88,583-18.6% | $88,497-18.6% | $273,961-73.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | -1.67% | 5.68%-7.3pp | 7.63%-9.3pp | 41.45%-43.1pp |
| Employer contribution / active EE | $5,290 | $4,502+17.5% | $4,036+31.1% | $4,869+8.7% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,926 | $8,980-67.4% | $6,220-53.0% | $10,132-71.1% |