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 | $67,943 | $202,318-66.4% | $172,739-60.7% | $152,861-55.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 7.91% | 1029.65%-1021.7pp | 802.84%-794.9pp | 345.32%-337.4pp |
| Employer contribution / active EE | $2,255 | $5,856-61.5% | $5,143-56.2% | $4,762-52.6% |
| Participant deferral / active EE | $1,400 | $5,948-76.5% | $5,198-73.1% | $5,850-76.1% |
| Admin fee / account holder | $1,485 | $17,109-91.3% | $13,954-89.4% | $11,596-87.2% |