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 8-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 | $24,717 | $99,921-75.3% | $85,009-70.9% | $145,959-83.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 83.89%-75.8pp | 66.47%-58.4pp | 561.95%-553.9pp |
| Employer contribution / active EE | $496 | $3,233-84.6% | $2,728-81.8% | $4,661-89.4% |
| Participant deferral / active EE | $833 | $5,293-84.3% | $4,522-81.6% | $6,689-87.5% |
| Admin fee / account holder | $580 | $7,252-92.0% | $6,153-90.6% | $13,398-95.7% |