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 | $53,656 | $150,440-64.3% | $136,294-60.6% | $147,584-63.6% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 7.73% | 1049.08%-1041.4pp | 5155.94%-5148.2pp | 578.55%-570.8pp |
| Employer contribution / active EE | $3,647 | $5,256-30.6% | $4,695-22.3% | $4,876-25.2% |
| Participant deferral / active EE | $1,888 | $6,630-71.5% | $6,247-69.8% | $5,439-65.3% |
| Admin fee / account holder | $480 | $10,905-95.6% | $9,243-94.8% | $10,885-95.6% |