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 | $41,715 | $155,788-73.2% | $124,672-66.5% | $167,490-75.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 8.26% | 17.97%-9.7pp | 5142.93%-5134.7pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,672 | $4,163-59.8% | $3,324-49.7% | $4,837-65.4% |
| Participant deferral / active EE | $1,408 | $5,673-75.2% | $4,614-69.5% | $6,341-77.8% |
| Admin fee / account holder | $1,603 | $9,531-83.2% | $7,493-78.6% | $12,309-87.0% |