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 | $85,816 | $165,335-48.1% | $149,696-42.7% | $158,922-46.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.52% | 348.15%-346.6pp | 276.60%-275.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $3,468 | $5,103-32.0% | $4,644-25.3% | $4,761-27.2% |
| Participant deferral / active EE | $537 | $7,181-92.5% | $6,842-92.2% | $5,982-91.0% |
| Admin fee / account holder | $2,512 | $10,807-76.8% | $9,309-73.0% | $11,246-77.7% |