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 | $31,051 | $102,966-69.8% | $90,281-65.6% | $152,861-79.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.37% | 95.16%-89.8pp | 78.10%-72.7pp | 345.32%-339.9pp |
| Employer contribution / active EE | $1,155 | $3,139-63.2% | $2,854-59.6% | $4,762-75.8% |
| Participant deferral / active EE | $700 | $4,281-83.6% | $3,885-82.0% | $5,850-88.0% |
| Admin fee / account holder | $12,619 | $6,171+104.5% | $5,351+135.8% | $11,596+8.8% |