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 | $28,103 | $118,680-76.3% | $98,907-71.6% | $158,922-82.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 3.87% | 372.35%-368.5pp | 196.43%-192.6pp | 302.83%-299.0pp |
| Employer contribution / active EE | $2,772 | $3,333-16.8% | $2,689+3.1% | $4,761-41.8% |
| Participant deferral / active EE | $157 | $5,088-96.9% | $4,244-96.3% | $5,982-97.4% |
| Admin fee / account holder | $2,380 | $10,131-76.5% | $6,642-64.2% | $11,246-78.8% |