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 | $46,621 | $83,902-44.4% | $167,512-72.2% | $84,808-45.0% |
| Participation rate | 94.8% | 66.5%+28.4pp | 77.1%+17.8pp | 68.3%+26.5pp |
| Annual return | 11.93% | 91.55%-79.6pp | 1615.79%-1603.9pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,466 | $2,264+185.6% | $3,882+66.6% | $2,631+145.8% |
| Participant deferral / active EE | $0 | $4,442-100.0% | $6,405-100.0% | $4,212-100.0% |
| Admin fee / account holder | $4,943 | $7,915-37.5% | $9,769-49.4% | $7,344-32.7% |