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 4-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 | $19,672 | $114,381-82.8% | $107,525-81.7% | $142,382-86.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 2.92% | 242.71%-239.8pp | 181.32%-178.4pp | 217.08%-214.2pp |
| Employer contribution / active EE | $1,853 | $4,015-53.9% | $3,754-50.6% | $4,299-56.9% |
| Participant deferral / active EE | $182 | $5,564-96.7% | $5,116-96.5% | $6,507-97.2% |
| Admin fee / account holder | $3,556 | $9,860-63.9% | $8,919-60.1% | $12,624-71.8% |