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 | $27,137 | $150,818-82.0% | $75,972-64.3% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 69.1%+30.9pp | - |
| Annual return | 7.29% | 14.05%-6.8pp | 359.55%-352.3pp | - |
| Employer contribution / active EE | $3,289 | $2,537+29.7% | $2,685+22.5% | - |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,255-100.0% | - |
| Admin fee / account holder | $563 | $25,214-97.8% | $6,467-91.3% | - |