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 4-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 | $16,190 | $99,877-83.8% | $84,966-80.9% | $145,922-88.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 5.10% | 83.76%-78.7pp | 66.38%-61.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,626 | $3,231-18.7% | $2,727-3.7% | $4,660-43.6% |
| Participant deferral / active EE | $612 | $5,291-88.4% | $4,519-86.5% | $6,688-90.8% |
| Admin fee / account holder | $1,146 | $7,248-84.2% | $6,149-81.4% | $13,397-91.4% |