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 | $89,388 | $112,096-20.3% | $95,952-6.8% | $158,922-43.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 1.03% | 171.09%-170.1pp | 91.61%-90.6pp | 302.83%-301.8pp |
| Employer contribution / active EE | $2,857 | $3,198-10.7% | $2,541+12.4% | $4,761-40.0% |
| Participant deferral / active EE | $1,437 | $4,784-70.0% | $4,167-65.5% | $5,982-76.0% |
| Admin fee / account holder | $10,127 | $10,1300% | $6,795+49.0% | $11,246-9.9% |