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 8-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 | $26,237 | $104,974-75.0% | $95,585-72.6% | $142,382-81.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 7.36% | 210.33%-203.0pp | 38.56%-31.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $6,440 | $2,779+131.8% | $2,527+154.9% | $4,299+49.8% |
| Participant deferral / active EE | $190 | $4,352-95.6% | $4,023-95.3% | $6,507-97.1% |
| Admin fee / account holder | $3,036 | $6,386-52.5% | $6,127-50.5% | $12,624-75.9% |