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 | $17,054 | $109,817-84.5% | $98,442-82.7% | $167,490-89.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 1.98% | 1956.69%-1954.7pp | 1492.73%-1490.7pp | 478.56%-476.6pp |
| Employer contribution / active EE | $421 | $3,224-86.9% | $2,960-85.8% | $4,837-91.3% |
| Participant deferral / active EE | $843 | $4,673-82.0% | $4,276-80.3% | $6,341-86.7% |
| Admin fee / account holder | $408 | $6,753-94.0% | $5,949-93.1% | $12,309-96.7% |