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 | $29,288 | $74,888-60.9% | $71,209-58.9% | $142,382-79.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.24% | 345.14%-333.9pp | 282.51%-271.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $417 | $2,854-85.4% | $2,721-84.7% | $4,299-90.3% |
| Participant deferral / active EE | $417 | $4,454-90.6% | $4,175-90.0% | $6,507-93.6% |
| Admin fee / account holder | $626 | $5,568-88.8% | $5,349-88.3% | $12,624-95.0% |