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 7-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 | $29,679 | $91,538-67.6% | $129,995-77.2% | $75,163-60.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 9.65% | -631.11%+640.8pp | -137.18%+146.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,500 | $2,845-12.1% | $4,320-42.1% | $2,670-6.4% |
| Participant deferral / active EE | $1,743 | $4,341-59.9% | $5,820-70.1% | $4,125-57.8% |
| Admin fee / account holder | $923 | $6,790-86.4% | $10,614-91.3% | $5,651-83.7% |