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 7-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 | $117,987 | $135,952-13.2% | $123,892-4.8% | $273,961-56.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.68% | 56.63%-55.9pp | 47.52%-46.8pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,602 | $5,170-69.0% | $4,617-65.3% | $4,869-67.1% |
| Participant deferral / active EE | $112 | $6,343-98.2% | $5,984-98.1% | $5,287-97.9% |
| Admin fee / account holder | $6,305 | $9,817-35.8% | $8,357-24.6% | $10,132-37.8% |