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 | $24,187 | $48,570-50.2% | $130,648-81.5% | $72,985-66.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 14.94% | 38.63%-23.7pp | 1708.96%-1694.0pp | 81.00%-66.1pp |
| Employer contribution / active EE | $1,782 | $1,334+33.6% | $4,092-56.4% | $2,440-27.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $709 | $3,549-80.0% | $5,464-87.0% | $5,124-86.2% |