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 | $19,814 | $96,305-79.4% | $80,569-75.4% | $139,434-85.8% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 4.68% | 1350.08%-1345.4pp | 935.43%-930.8pp | 372.94%-368.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $526 | $5,232-89.9% | $4,447-88.2% | $6,710-92.2% |
| Admin fee / account holder | $887 | $6,599-86.6% | $5,377-83.5% | $11,403-92.2% |