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 | $32,546 | $107,334-69.7% | $92,893-65.0% | $152,861-78.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 1.39% | 145.58%-144.2pp | 109.41%-108.0pp | 345.32%-343.9pp |
| Employer contribution / active EE | $1,818 | $4,221-56.9% | $3,653-50.2% | $4,762-61.8% |
| Participant deferral / active EE | $1,117 | $4,845-77.0% | $4,236-73.6% | $5,850-80.9% |
| Admin fee / account holder | $1,141 | $7,079-83.9% | $5,794-80.3% | $11,596-90.2% |