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 | $74,888-78.2% | $71,209-77.1% | $142,382-88.6% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 11.79% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,054 | $2,854-28.1% | $2,721-24.5% | $4,299-52.2% |
| Participant deferral / active EE | $539 | $4,454-87.9% | $4,175-87.1% | $6,507-91.7% |
| Admin fee / account holder | $850 | $5,568-84.7% | $5,349-84.1% | $12,624-93.3% |