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 | $55,530 | $112,096-50.5% | $95,952-42.1% | $158,922-65.1% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | 2.29% | 171.09%-168.8pp | 91.61%-89.3pp | 302.83%-300.5pp |
| Employer contribution / active EE | $1,710 | $3,198-46.5% | $2,541-32.7% | $4,761-64.1% |
| Participant deferral / active EE | $171 | $4,784-96.4% | $4,167-95.9% | $5,982-97.1% |
| Admin fee / account holder | $122,637 | $10,130+1110.6% | $6,795+1704.7% | $11,246+990.5% |