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 | $74,408 | $144,119-48.4% | $117,854-36.9% | $147,584-49.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 3.06% | 531.15%-528.1pp | 335.08%-332.0pp | 578.55%-575.5pp |
| Employer contribution / active EE | $3,690 | $4,896-24.6% | $3,786-2.6% | $4,876-24.3% |
| Participant deferral / active EE | $767 | $5,316-85.6% | $4,482-82.9% | $5,439-85.9% |
| Admin fee / account holder | $143,445 | $10,886+1217.7% | $8,020+1688.6% | $10,885+1217.8% |