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 | $47,585 | $150,187-68.3% | $120,354-60.5% | $145,922-67.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 7.72% | 154.07%-146.3pp | 107.15%-99.4pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,626 | $4,348-62.6% | $3,463-53.0% | $4,660-65.1% |
| Participant deferral / active EE | $1,433 | $6,173-76.8% | $4,991-71.3% | $6,688-78.6% |
| Admin fee / account holder | $6,932 | $12,207-43.2% | $9,423-26.4% | $13,397-48.3% |