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 | $21,751 | $90,348-75.9% | $75,972-71.4% | $145,922-85.1% |
| Participation rate | 84.6% | 74.5%+10.2pp | 69.1%+15.6pp | 80.3%+4.3pp |
| Annual return | 8.28% | 620.88%-612.6pp | 359.55%-351.3pp | 561.29%-553.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $387 | $5,162-92.5% | $4,255-90.9% | $6,688-94.2% |
| Admin fee / account holder | $6,994 | $8,467-17.4% | $6,467+8.2% | $13,397-47.8% |