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 | $19,037 | $107,334-82.3% | $92,893-79.5% | $152,861-87.5% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 0.52% | 145.58%-145.1pp | 109.41%-108.9pp | 345.32%-344.8pp |
| Employer contribution / active EE | $5,756 | $4,221+36.4% | $3,653+57.6% | $4,762+20.9% |
| Participant deferral / active EE | $718 | $4,845-85.2% | $4,236-83.1% | $5,850-87.7% |
| Admin fee / account holder | $2,272 | $7,079-67.9% | $5,794-60.8% | $11,596-80.4% |