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 | $9,575 | $88,751-89.2% | $81,812-88.3% | $145,922-93.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 5.33% | 1025.40%-1020.1pp | 773.79%-768.5pp | 561.29%-556.0pp |
| Employer contribution / active EE | $4,043 | $3,083+31.1% | $2,912+38.8% | $4,660-13.2% |
| Participant deferral / active EE | $341 | $4,643-92.7% | $4,319-92.1% | $6,688-94.9% |
| Admin fee / account holder | $45,712 | $8,415+443.2% | $7,386+518.9% | $13,397+241.2% |