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 | $23,243 | $175,202-86.7% | $149,673-84.5% | $139,434-83.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.93% | 166.71%-162.8pp | 134.42%-130.5pp | 372.94%-369.0pp |
| Employer contribution / active EE | $1,995 | $5,474-63.5% | $4,818-58.6% | $4,751-58.0% |
| Participant deferral / active EE | $367 | $6,519-94.4% | $5,680-93.5% | $6,710-94.5% |
| Admin fee / account holder | $1,840 | $16,150-88.6% | $13,210-86.1% | $11,403-83.9% |