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 | $7,151 | $96,635-92.6% | $86,612-91.7% | $139,434-94.9% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 8.74% | 106.41%-97.7pp | 591.07%-582.3pp | 372.94%-364.2pp |
| Employer contribution / active EE | $1,573 | $3,263-51.8% | $3,022-48.0% | $4,751-66.9% |
| Participant deferral / active EE | $337 | $4,836-93.0% | $4,438-92.4% | $6,710-95.0% |
| Admin fee / account holder | $1,910 | $6,408-70.2% | $5,614-66.0% | $11,403-83.3% |