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 | $6,979 | $96,635-92.8% | $86,612-91.9% | $139,434-95.0% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 10.05% | 106.41%-96.4pp | 591.07%-581.0pp | 372.94%-362.9pp |
| Employer contribution / active EE | $727 | $3,263-77.7% | $3,022-75.9% | $4,751-84.7% |
| Participant deferral / active EE | $715 | $4,836-85.2% | $4,438-83.9% | $6,710-89.3% |
| Admin fee / account holder | $4,513 | $6,408-29.6% | $5,614-19.6% | $11,403-60.4% |