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 | $20,766 | $115,770-82.1% | $101,248-79.5% | $158,922-86.9% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 0.77% | 56.14%-55.4pp | 46.47%-45.7pp | 302.83%-302.1pp |
| Employer contribution / active EE | $1,144 | $4,175-72.6% | $3,660-68.7% | $4,761-76.0% |
| Participant deferral / active EE | $1,188 | $4,957-76.0% | $4,370-72.8% | $5,982-80.1% |
| Admin fee / account holder | $1,672 | $7,245-76.9% | $5,945-71.9% | $11,246-85.1% |