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 | $16,301 | $72,071-77.4% | $68,368-76.2% | $137,256-88.1% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.0%+13.8pp |
| Annual return | 11.79% | 353.14%-341.4pp | 292.57%-280.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,054 | $2,788-26.3% | $2,649-22.5% | $4,156-50.6% |
| Participant deferral / active EE | $539 | $4,410-87.8% | $4,123-86.9% | $6,407-91.6% |
| Admin fee / account holder | $850 | $5,336-84.1% | $5,150-83.5% | $12,270-93.1% |