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 | $99,877-75.3% | $84,966-70.9% | $145,922-83.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 83.76%-75.7pp | 66.38%-58.3pp | 561.29%-553.2pp |
| Employer contribution / active EE | $496 | $3,231-84.6% | $2,727-81.8% | $4,660-89.3% |
| Participant deferral / active EE | $833 | $5,291-84.2% | $4,519-81.6% | $6,688-87.5% |
| Admin fee / account holder | $580 | $7,248-92.0% | $6,149-90.6% | $13,397-95.7% |