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 | $25,315 | $84,233-69.9% | $170,442-85.1% | $70,131-63.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 5.79% | 23.06%-17.3pp | 205.93%-200.1pp | 73.14%-67.3pp |
| Employer contribution / active EE | $661 | $3,387-80.5% | $5,433-87.8% | $2,342-71.8% |
| Participant deferral / active EE | $737 | $3,086-76.1% | $4,939-85.1% | $3,332-77.9% |
| Admin fee / account holder | $1,253 | $5,698-78.0% | $13,880-91.0% | $4,645-73.0% |