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 | $42,036 | $106,890-60.7% | $84,015-50.0% | $152,861-72.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.63% | 104.99%-104.4pp | 71.31%-70.7pp | 345.32%-344.7pp |
| Employer contribution / active EE | $4,688 | $2,734+71.4% | $1,983+136.3% | $4,762-1.6% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,697 | $8,285-67.5% | $6,101-55.8% | $11,596-76.7% |