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 | $39,160 | $150,440-74.0% | $136,294-71.3% | $147,584-73.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.64% | 1049.08%-1045.4pp | 5155.94%-5152.3pp | 578.55%-574.9pp |
| Employer contribution / active EE | $1,304 | $5,256-75.2% | $4,695-72.2% | $4,876-73.3% |
| Participant deferral / active EE | $1,486 | $6,630-77.6% | $6,247-76.2% | $5,439-72.7% |
| Admin fee / account holder | $143,120 | $10,905+1212.4% | $9,243+1448.4% | $10,885+1214.8% |