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 | $67,193 | $96,305-30.2% | $80,569-16.6% | $139,434-51.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 7.27% | 1350.08%-1342.8pp | 935.43%-928.2pp | 372.94%-365.7pp |
| Employer contribution / active EE | $892 | $3,262-72.7% | $2,723-67.3% | $4,751-81.2% |
| Participant deferral / active EE | $457 | $5,232-91.3% | $4,447-89.7% | $6,710-93.2% |
| Admin fee / account holder | $2,044 | $6,599-69.0% | $5,377-62.0% | $11,403-82.1% |