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 | $104,974-60.1% | $95,585-56.2% | $142,382-70.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.24% | 210.33%-204.1pp | 38.56%-32.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $374 | $2,779-86.5% | $2,527-85.2% | $4,299-91.3% |
| Participant deferral / active EE | $398 | $4,352-90.9% | $4,023-90.1% | $6,507-93.9% |
| Admin fee / account holder | $332 | $6,386-94.8% | $6,127-94.6% | $12,624-97.4% |