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 6-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 | $20,036 | $111,814-82.1% | $103,374-80.6% | $145,959-86.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.81% | 24.77%-17.0pp | 24.89%-17.1pp | 561.95%-554.1pp |
| Employer contribution / active EE | $1,731 | $4,214-58.9% | $3,869-55.3% | $4,661-62.9% |
| Participant deferral / active EE | $960 | $5,618-82.9% | $5,058-81.0% | $6,689-85.6% |
| Admin fee / account holder | $342 | $9,754-96.5% | $8,394-95.9% | $13,398-97.4% |