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 | $18,078 | $58,208-68.9% | $81,812-77.9% | $80,856-77.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.56% | 41.66%-33.1pp | 773.79%-765.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $317 | $2,340-86.5% | $2,912-89.1% | $2,755-88.5% |
| Participant deferral / active EE | $678 | $3,281-79.3% | $4,319-84.3% | $4,296-84.2% |
| Admin fee / account holder | $504 | $4,981-89.9% | $7,386-93.2% | $6,918-92.7% |