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 6-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 | $41,851 | $101,618-58.8% | $93,063-55.0% | $137,256-69.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 6.24% | 223.95%-217.7pp | 34.15%-27.9pp | 220.34%-214.1pp |
| Employer contribution / active EE | $374 | $2,707-86.2% | $2,476-84.9% | $4,156-91.0% |
| Participant deferral / active EE | $398 | $4,279-90.7% | $3,958-90.0% | $6,407-93.8% |
| Admin fee / account holder | $332 | $6,198-94.6% | $6,033-94.5% | $12,270-97.3% |