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 | $36,449 | $217,402-83.2% | $185,823-80.4% | $167,490-78.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.39% | 148.36%-143.0pp | 122.05%-116.7pp | 478.56%-473.2pp |
| Employer contribution / active EE | $1,329 | $5,873-77.4% | $5,167-74.3% | $4,837-72.5% |
| Participant deferral / active EE | $130 | $6,356-98.0% | $5,568-97.7% | $6,341-97.9% |
| Admin fee / account holder | $19,863 | $19,811+0.3% | $16,237+22.3% | $12,309+61.4% |