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 | $5,220 | $70,606-92.6% | $53,898-90.3% | $142,382-96.3% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 2.63% | 619.81%-617.2pp | 528.60%-526.0pp | 217.08%-214.4pp |
| Employer contribution / active EE | $58 | $1,202-95.2% | $932-93.8% | $4,299-98.6% |
| Participant deferral / active EE | $58 | $2,364-97.5% | $1,826-96.8% | $6,507-99.1% |
| Admin fee / account holder | $8,316 | $2,852+191.6% | $2,491+233.9% | $12,624-34.1% |