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 | $10,162 | $57,281-82.3% | $86,612-88.3% | $75,163-86.5% |
| Participation rate | 94.6% | 63.2%+31.4pp | 71.7%+22.9pp | 67.2%+27.4pp |
| Annual return | 13.41% | 2670.75%-2657.3pp | 591.07%-577.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $995 | $2,314-57.0% | $3,022-67.1% | $2,670-62.7% |
| Participant deferral / active EE | $582 | $3,318-82.5% | $4,438-86.9% | $4,125-85.9% |
| Admin fee / account holder | $1,866 | $4,112-54.6% | $5,614-66.8% | $5,651-67.0% |