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 | $26,033 | $85,766-69.6% | $136,294-80.9% | $70,131-62.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 13.51% | 31.45%-17.9pp | 5155.94%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,623 | $2,966-45.3% | $4,695-65.4% | $2,342-30.7% |
| Participant deferral / active EE | $1,828 | $5,051-63.8% | $6,247-70.7% | $3,332-45.1% |
| Admin fee / account holder | $3,856 | $5,420-28.9% | $9,243-58.3% | $4,645-17.0% |