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 | $31,706 | $176,812-82.1% | $146,665-78.4% | $167,490-81.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 5.86% | 24.03%-18.2pp | 22.74%-16.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $2,158 | $5,160-58.2% | $4,136-47.8% | $4,837-55.4% |
| Participant deferral / active EE | $1,203 | $6,440-81.3% | $5,506-78.2% | $6,341-81.0% |
| Admin fee / account holder | $2,354 | $13,259-82.2% | $10,280-77.1% | $12,309-80.9% |