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 4-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 | $11,923 | $57,281-79.2% | $86,612-86.2% | $75,163-84.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.52% | 2670.75%-2660.2pp | 591.07%-580.5pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,584 | $2,314-31.6% | $3,022-47.6% | $2,670-40.7% |
| Participant deferral / active EE | $589 | $3,318-82.2% | $4,438-86.7% | $4,125-85.7% |
| Admin fee / account holder | $1,895 | $4,112-53.9% | $5,614-66.3% | $5,651-66.5% |