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 | $11,136 | $76,738-85.5% | $56,411-80.3% | $145,922-92.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.66% | 2994.23%-2989.6pp | 1701.33%-1696.7pp | 561.29%-556.6pp |
| Employer contribution / active EE | $415 | $1,380-69.9% | $1,039-60.0% | $4,660-91.1% |
| Participant deferral / active EE | $143 | $2,623-94.5% | $1,952-92.7% | $6,688-97.9% |
| Admin fee / account holder | $730 | $3,334-78.1% | $2,829-74.2% | $13,397-94.6% |