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 | $96,605 | $153,772-37.2% | $133,980-27.9% | $273,961-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.43% | 36.51%-36.9pp | 29.30%-29.7pp | 41.45%-41.9pp |
| Employer contribution / active EE | $2,955 | $6,029-51.0% | $5,211-43.3% | $4,869-39.3% |
| Participant deferral / active EE | $1,763 | $6,958-74.7% | $6,282-71.9% | $5,287-66.7% |
| Admin fee / account holder | $30,485 | $11,765+159.1% | $9,324+226.9% | $10,132+200.9% |