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 7-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 | $10,518 | $74,888-86.0% | $71,209-85.2% | $142,382-92.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.94% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $1,323 | $2,854-53.6% | $2,721-51.4% | $4,299-69.2% |
| Participant deferral / active EE | $480 | $4,454-89.2% | $4,175-88.5% | $6,507-92.6% |
| Admin fee / account holder | $28,308 | $5,568+408.4% | $5,349+429.2% | $12,624+124.2% |