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 | $27,985 | $68,346-59.1% | $94,646-70.4% | $75,163-62.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 8.63% | 616.93%-608.3pp | 156.71%-148.1pp | 160.62%-152.0pp |
| Employer contribution / active EE | $4,374 | $2,701+62.0% | $3,672+19.1% | $2,670+63.8% |
| Participant deferral / active EE | $1,783 | $6,537-72.7% | $7,418-76.0% | $4,125-56.8% |
| Admin fee / account holder | $8,756 | $5,326+64.4% | $7,231+21.1% | $5,651+55.0% |