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 | $23,280 | $102,604-77.3% | $86,188-73.0% | $139,434-83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.81% | 1922.51%-1916.7pp | 1168.45%-1162.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $2,143 | $3,032-29.3% | $2,380-10.0% | $4,751-54.9% |
| Participant deferral / active EE | $328 | $4,676-93.0% | $3,985-91.8% | $6,710-95.1% |
| Admin fee / account holder | $1,434 | $8,657-83.4% | $6,852-79.1% | $11,403-87.4% |