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 | $20,948 | $107,334-80.5% | $92,893-77.4% | $152,861-86.3% |
| Participation rate | 70.8% | 79.8%-9.0pp | 76.0%-5.2pp | 82.4%-11.6pp |
| Annual return | 5.75% | 145.58%-139.8pp | 109.41%-103.7pp | 345.32%-339.6pp |
| Employer contribution / active EE | $1,005 | $4,221-76.2% | $3,653-72.5% | $4,762-78.9% |
| Participant deferral / active EE | $884 | $4,845-81.8% | $4,236-79.1% | $5,850-84.9% |
| Admin fee / account holder | $2,838 | $7,079-59.9% | $5,794-51.0% | $11,596-75.5% |