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 | $59,288 | $150,440-60.6% | $136,294-56.5% | $147,584-59.8% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 8.52% | 1049.08%-1040.6pp | 5155.94%-5147.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $1,362 | $5,256-74.1% | $4,695-71.0% | $4,876-72.1% |
| Participant deferral / active EE | $2,088 | $6,630-68.5% | $6,247-66.6% | $5,439-61.6% |
| Admin fee / account holder | $40,271 | $10,905+269.3% | $9,243+335.7% | $10,885+270.0% |