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 | $20,662 | $102,604-79.9% | $86,188-76.0% | $139,434-85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -8.44% | 1922.51%-1930.9pp | 1168.45%-1176.9pp | 372.94%-381.4pp |
| Employer contribution / active EE | $1,813 | $3,032-40.2% | $2,380-23.8% | $4,751-61.8% |
| Participant deferral / active EE | $338 | $4,676-92.8% | $3,985-91.5% | $6,710-95.0% |
| Admin fee / account holder | $810 | $8,657-90.6% | $6,852-88.2% | $11,403-92.9% |