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 5-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 | $42,204 | $74,888-43.6% | $71,209-40.7% | $142,382-70.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.55% | 345.14%-334.6pp | 282.51%-272.0pp | 217.08%-206.5pp |
| Employer contribution / active EE | $594 | $2,854-79.2% | $2,721-78.2% | $4,299-86.2% |
| Participant deferral / active EE | $594 | $4,454-86.7% | $4,175-85.8% | $6,507-90.9% |
| Admin fee / account holder | $14,197 | $5,568+155.0% | $5,349+165.4% | $12,624+12.5% |