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 3-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 | $12,683 | $111,724-88.6% | $93,606-86.5% | $145,922-91.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 5.54% | 202.98%-197.4pp | 133.20%-127.7pp | 561.29%-555.7pp |
| Employer contribution / active EE | $796 | $3,090-74.2% | $2,420-67.1% | $4,660-82.9% |
| Participant deferral / active EE | $541 | $4,912-89.0% | $4,411-87.7% | $6,688-91.9% |
| Admin fee / account holder | $3,350 | $10,250-67.3% | $8,285-59.6% | $13,397-75.0% |