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 | $14,189 | $95,561-85.2% | $77,163-81.6% | $139,434-89.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 5.48% | 54.92%-49.4pp | 37.87%-32.4pp | 372.94%-367.5pp |
| Employer contribution / active EE | $5,376 | $3,147+70.8% | $2,535+112.1% | $4,751+13.1% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,175 | $8,295-73.8% | $5,472-60.3% | $11,403-80.9% |