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 | $57,432 | $70,587-18.6% | $124,672-53.9% | $85,850-33.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 7.92% | 20688.83%-20680.9pp | 5142.93%-5135.0pp | 318.53%-310.6pp |
| Employer contribution / active EE | $2,121 | $1,913+10.9% | $3,324-36.2% | $2,565-17.3% |
| Participant deferral / active EE | $156 | $2,969-94.7% | $4,614-96.6% | $3,952-96.0% |
| Admin fee / account holder | $3,786 | $5,282-28.3% | $7,493-49.5% | $6,260-39.5% |