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 | $14,763 | $102,966-85.7% | $90,281-83.6% | $152,861-90.3% |
| Participation rate | 70.0% | 75.9%-5.9pp | 73.3%-3.3pp | 82.4%-12.4pp |
| Annual return | 7.53% | 95.16%-87.6pp | 78.10%-70.6pp | 345.32%-337.8pp |
| Employer contribution / active EE | $575 | $3,139-81.7% | $2,854-79.8% | $4,762-87.9% |
| Participant deferral / active EE | $575 | $4,281-86.6% | $3,885-85.2% | $5,850-90.2% |
| Admin fee / account holder | $590 | $6,171-90.4% | $5,351-89.0% | $11,596-94.9% |