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 | $17,540 | $72,400-75.8% | $67,502-74.0% | $145,922-88.0% |
| Participation rate | 90.9% | 76.9%+14.1pp | 72.9%+18.0pp | 80.3%+10.6pp |
| Annual return | 7.70% | 7182.46%-7174.8pp | 3512.12%-3504.4pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,349 | $3,069-56.1% | $2,731-50.6% | $4,660-71.1% |
| Participant deferral / active EE | $837 | $4,783-82.5% | $4,000-79.1% | $6,688-87.5% |
| Admin fee / account holder | $442 | $5,539-92.0% | $3,998-88.9% | $13,397-96.7% |