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 7-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 | $10,518 | $72,071-85.4% | $68,368-84.6% | $137,256-92.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 8.94% | 353.14%-344.2pp | 292.57%-283.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,323 | $2,788-52.5% | $2,649-50.0% | $4,156-68.2% |
| Participant deferral / active EE | $480 | $4,410-89.1% | $4,123-88.4% | $6,407-92.5% |
| Admin fee / account holder | $28,308 | $5,336+430.6% | $5,150+449.7% | $12,270+130.7% |