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 | $10,357 | $68,097-84.8% | $62,929-83.5% | $137,256-92.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 6.11% | 1859.11%-1853.0pp | 1063.93%-1057.8pp | 220.34%-214.2pp |
| Employer contribution / active EE | $914 | $2,811-67.5% | $2,505-63.5% | $4,156-78.0% |
| Participant deferral / active EE | $506 | $4,553-88.9% | $3,888-87.0% | $6,407-92.1% |
| Admin fee / account holder | $12,310 | $6,521+88.8% | $5,065+143.1% | $12,270+0.3% |