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 8-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 | $19,518 | $83,337-76.6% | $67,834-71.2% | $273,961-92.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | -0.63% | 259.45%-260.1pp | 138.47%-139.1pp | 41.45%-42.1pp |
| Employer contribution / active EE | $1,408 | $3,287-57.2% | $2,403-41.4% | $4,869-71.1% |
| Participant deferral / active EE | $507 | $4,088-87.6% | $3,160-83.9% | $5,287-90.4% |
| Admin fee / account holder | $2,630 | $6,752-61.0% | $4,622-43.1% | $10,132-74.0% |