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 | $26,731 | $165,335-83.8% | $149,696-82.1% | $158,922-83.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 2.17% | 348.15%-346.0pp | 276.60%-274.4pp | 302.83%-300.7pp |
| Employer contribution / active EE | $2,807 | $5,103-45.0% | $4,644-39.6% | $4,761-41.0% |
| Participant deferral / active EE | $2,150 | $7,181-70.1% | $6,842-68.6% | $5,982-64.1% |
| Admin fee / account holder | $801 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |