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 | $26,170 | $150,440-82.6% | $136,294-80.8% | $147,584-82.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.31% | 1049.08%-1039.8pp | 5155.94%-5146.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,080 | $5,256-79.5% | $4,695-77.0% | $4,876-77.9% |
| Participant deferral / active EE | $2,036 | $6,630-69.3% | $6,247-67.4% | $5,439-62.6% |
| Admin fee / account holder | $29,800 | $10,905+173.3% | $9,243+222.4% | $10,885+173.8% |