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 | $15,876 | $96,635-83.6% | $86,612-81.7% | $139,434-88.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 6.18% | 106.41%-100.2pp | 591.07%-584.9pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,165 | $3,263-64.3% | $3,022-61.5% | $4,751-75.5% |
| Participant deferral / active EE | $806 | $4,836-83.3% | $4,438-81.8% | $6,710-88.0% |
| Admin fee / account holder | $639 | $6,408-90.0% | $5,614-88.6% | $11,403-94.4% |