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 | $41,405 | $109,817-62.3% | $98,442-57.9% | $167,490-75.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.96% | 1956.69%-1951.7pp | 1492.73%-1487.8pp | 478.56%-473.6pp |
| Employer contribution / active EE | $386 | $3,224-88.0% | $2,960-87.0% | $4,837-92.0% |
| Participant deferral / active EE | $537 | $4,673-88.5% | $4,276-87.5% | $6,341-91.5% |
| Admin fee / account holder | $481 | $6,753-92.9% | $5,949-91.9% | $12,309-96.1% |