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 | $18,039 | $96,305-81.3% | $80,569-77.6% | $139,434-87.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 9.33% | 1350.08%-1340.8pp | 935.43%-926.1pp | 372.94%-363.6pp |
| Employer contribution / active EE | $5,676 | $3,262+74.0% | $2,723+108.4% | $4,751+19.5% |
| Participant deferral / active EE | $0 | $5,232-100.0% | $4,447-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,175 | $6,599-67.0% | $5,377-59.6% | $11,403-80.9% |