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 | $29,367 | $112,096-73.8% | $95,952-69.4% | $158,922-81.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.16% | 171.09%-170.9pp | 91.61%-91.5pp | 302.83%-302.7pp |
| Employer contribution / active EE | $3,855 | $3,198+20.5% | $2,541+51.7% | $4,761-19.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $97,867 | $10,130+866.1% | $6,795+1340.2% | $11,246+770.3% |