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 | $27,680 | $57,281-51.7% | $86,612-68.0% | $75,163-63.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 6.98% | 2670.75%-2663.8pp | 591.07%-584.1pp | 160.62%-153.6pp |
| Employer contribution / active EE | $1,533 | $2,314-33.8% | $3,022-49.3% | $2,670-42.6% |
| Participant deferral / active EE | $641 | $3,318-80.7% | $4,438-85.6% | $4,125-84.5% |
| Admin fee / account holder | $625 | $4,112-84.8% | $5,614-88.9% | $5,651-88.9% |