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 | $46,080 | $58,694-21.5% | $142,863-67.7% | $85,850-46.3% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 11.44% | 27.72%-16.3pp | 5637.54%-5626.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $573 | $1,423-59.7% | $4,144-86.2% | $2,565-77.6% |
| Participant deferral / active EE | $435 | $2,607-83.3% | $3,837-88.7% | $3,952-89.0% |
| Admin fee / account holder | $1,956 | $4,239-53.9% | $6,560-70.2% | $6,260-68.8% |