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 | $14,997 | $91,037-83.5% | $71,671-79.1% | $147,584-89.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 68.7%+20.1pp | 82.8%+6.1pp |
| Annual return | 6.39% | 20.48%-14.1pp | 20.65%-14.3pp | 578.55%-572.2pp |
| Employer contribution / active EE | $950 | $3,327-71.4% | $2,460-61.4% | $4,876-80.5% |
| Participant deferral / active EE | $950 | $4,498-78.9% | $3,438-72.4% | $5,439-82.5% |
| Admin fee / account holder | $3,110 | $8,613-63.9% | $5,558-44.1% | $10,885-71.4% |