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 | $35,830 | $102,966-65.2% | $90,281-60.3% | $152,861-76.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 0.55% | 95.16%-94.6pp | 78.10%-77.5pp | 345.32%-344.8pp |
| Employer contribution / active EE | $3,695 | $3,139+17.7% | $2,854+29.5% | $4,762-22.4% |
| Participant deferral / active EE | $690 | $4,281-83.9% | $3,885-82.2% | $5,850-88.2% |
| Admin fee / account holder | $6,071 | $6,171-1.6% | $5,351+13.5% | $11,596-47.6% |