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 | $21,976 | $114,381-80.8% | $107,525-79.6% | $142,382-84.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.16% | 242.71%-242.5pp | 181.32%-181.2pp | 217.08%-216.9pp |
| Employer contribution / active EE | $1,644 | $4,015-59.0% | $3,754-56.2% | $4,299-61.8% |
| Participant deferral / active EE | $718 | $5,564-87.1% | $5,116-86.0% | $6,507-89.0% |
| Admin fee / account holder | $327 | $9,860-96.7% | $8,919-96.3% | $12,624-97.4% |