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 | $114,273 | $165,335-30.9% | $149,696-23.7% | $158,922-28.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | -0.34% | 348.15%-348.5pp | 276.60%-276.9pp | 302.83%-303.2pp |
| Employer contribution / active EE | $904 | $5,103-82.3% | $4,644-80.5% | $4,761-81.0% |
| Participant deferral / active EE | $892 | $7,181-87.6% | $6,842-87.0% | $5,982-85.1% |
| Admin fee / account holder | $91,066 | $10,807+742.7% | $9,309+878.3% | $11,246+709.8% |