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 | $10,946 | $69,207-84.2% | $64,056-82.9% | $139,434-92.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.81% | 45.88%-36.1pp | 33.69%-23.9pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,380 | $3,182-25.2% | $2,747-13.4% | $4,751-49.9% |
| Participant deferral / active EE | $79 | $4,682-98.3% | $3,880-98.0% | $6,710-98.8% |
| Admin fee / account holder | $1,228 | $4,244-71.1% | $3,068-60.0% | $11,403-89.2% |