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 | $18,220 | $96,635-81.1% | $86,612-79.0% | $139,434-86.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.30% | 106.41%-100.1pp | 591.07%-584.8pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,706 | $3,263-47.7% | $3,022-43.6% | $4,751-64.1% |
| Participant deferral / active EE | $479 | $4,836-90.1% | $4,438-89.2% | $6,710-92.9% |
| Admin fee / account holder | $7,094 | $6,408+10.7% | $5,614+26.4% | $11,403-37.8% |