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 | $26,446 | $70,756-62.6% | $65,493-59.6% | $142,382-81.4% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 7.83% | 1754.89%-1747.1pp | 982.45%-974.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $662 | $2,881-77.0% | $2,574-74.3% | $4,299-84.6% |
| Participant deferral / active EE | $201 | $4,637-95.7% | $3,961-94.9% | $6,507-96.9% |
| Admin fee / account holder | $1,118 | $6,559-83.0% | $5,028-77.8% | $12,624-91.1% |