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 | $20,090 | $107,334-81.3% | $92,893-78.4% | $152,861-86.9% |
| Participation rate | 76.9% | 79.8%-2.9pp | 76.0%+0.9pp | 82.4%-5.5pp |
| Annual return | 6.07% | 145.58%-139.5pp | 109.41%-103.3pp | 345.32%-339.3pp |
| Employer contribution / active EE | $941 | $4,221-77.7% | $3,653-74.2% | $4,762-80.2% |
| Participant deferral / active EE | $965 | $4,845-80.1% | $4,236-77.2% | $5,850-83.5% |
| Admin fee / account holder | $1,464 | $7,079-79.3% | $5,794-74.7% | $11,596-87.4% |