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 | $28,227 | $106,890-73.6% | $84,015-66.4% | $152,861-81.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 4.17% | 104.99%-100.8pp | 71.31%-67.1pp | 345.32%-341.1pp |
| Employer contribution / active EE | $1,870 | $2,734-31.6% | $1,983-5.7% | $4,762-60.7% |
| Participant deferral / active EE | $613 | $4,011-84.7% | $3,239-81.1% | $5,850-89.5% |
| Admin fee / account holder | $7,967 | $8,285-3.8% | $6,101+30.6% | $11,596-31.3% |