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 4-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 | $77,149 | $176,056-56.2% | $159,436-51.6% | $167,490-53.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.50% | 331.75%-331.2pp | 263.57%-263.1pp | 478.56%-478.1pp |
| Employer contribution / active EE | $1,758 | $5,297-66.8% | $4,829-63.6% | $4,837-63.7% |
| Participant deferral / active EE | $400 | $7,750-94.8% | $7,352-94.6% | $6,341-93.7% |
| Admin fee / account holder | $131,698 | $12,554+949.1% | $10,799+1119.6% | $12,309+969.9% |