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 | $10,357 | $70,756-85.4% | $65,493-84.2% | $142,382-92.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.11% | 1754.89%-1748.8pp | 982.45%-976.3pp | 217.08%-211.0pp |
| Employer contribution / active EE | $914 | $2,881-68.3% | $2,574-64.5% | $4,299-78.7% |
| Participant deferral / active EE | $506 | $4,637-89.1% | $3,961-87.2% | $6,507-92.2% |
| Admin fee / account holder | $12,310 | $6,559+87.7% | $5,028+144.8% | $12,624-2.5% |