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 | $84,695 | $100,852-16.0% | $90,404-6.3% | $158,922-46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 2.07% | 1724.20%-1722.1pp | 1293.02%-1291.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $4,991 | $3,689+35.3% | $3,262+53.0% | $4,761+4.8% |
| Participant deferral / active EE | $487 | $4,348-88.8% | $3,963-87.7% | $5,982-91.9% |
| Admin fee / account holder | $245,245 | $6,501+3672.4% | $5,611+4270.9% | $11,246+2080.8% |