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 | $22,899 | $165,335-86.2% | $149,696-84.7% | $158,922-85.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.17% | 348.15%-344.0pp | 276.60%-272.4pp | 302.83%-298.7pp |
| Employer contribution / active EE | $965 | $5,103-81.1% | $4,644-79.2% | $4,761-79.7% |
| Participant deferral / active EE | $1,328 | $7,181-81.5% | $6,842-80.6% | $5,982-77.8% |
| Admin fee / account holder | $8,433 | $10,807-22.0% | $9,309-9.4% | $11,246-25.0% |