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 | $108,100 | $176,056-38.6% | $159,436-32.2% | $167,490-35.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.31% | 331.75%-328.4pp | 263.57%-260.3pp | 478.56%-475.3pp |
| Employer contribution / active EE | $1,820 | $5,297-65.6% | $4,829-62.3% | $4,837-62.4% |
| Participant deferral / active EE | $60 | $7,750-99.2% | $7,352-99.2% | $6,341-99.1% |
| Admin fee / account holder | $3,150 | $12,554-74.9% | $10,799-70.8% | $12,309-74.4% |