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 9-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 | $3,621 | $29,667-87.8% | $56,441-93.6% | $80,874-95.5% |
| Participation rate | 100.0% | 41.7%+58.3pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 3.53% | 35.22%-31.7pp | 1704.21%-1700.7pp | 35.62%-32.1pp |
| Employer contribution / active EE | $1,319 | $669+97.1% | $1,039+26.9% | $2,756-52.1% |
| Participant deferral / active EE | $84 | $1,227-93.1% | $1,953-95.7% | $4,297-98.0% |
| Admin fee / account holder | $369 | $2,429-84.8% | $2,829-87.0% | $6,935-94.7% |