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 | $14,685 | $53,516-72.6% | $126,539-88.4% | $84,808-82.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 10.43% | 58.34%-47.9pp | 425.95%-415.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $2,505 | $1,535+63.2% | $3,674-31.8% | $2,631-4.8% |
| Participant deferral / active EE | $690 | $2,671-74.2% | $4,083-83.1% | $4,212-83.6% |
| Admin fee / account holder | $760 | $4,497-83.1% | $6,065-87.5% | $7,344-89.7% |