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 3-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 | $43,309 | $150,197-71.2% | $120,368-64.0% | $145,959-70.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 5.96% | 154.26%-148.3pp | 107.26%-101.3pp | 561.95%-556.0pp |
| Employer contribution / active EE | $1,082 | $4,350-75.1% | $3,465-68.8% | $4,661-76.8% |
| Participant deferral / active EE | $1,398 | $6,174-77.4% | $4,991-72.0% | $6,689-79.1% |
| Admin fee / account holder | $1,058 | $12,216-91.3% | $9,429-88.8% | $13,398-92.1% |