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 | $15,906 | $71,829-77.9% | $69,780-77.2% | $142,382-88.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 11.07% | 31.01%-19.9pp | 26.31%-15.2pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,993 | $4,385-54.5% | $4,168-52.2% | $4,299-53.6% |
| Participant deferral / active EE | $592 | $6,819-91.3% | $6,164-90.4% | $6,507-90.9% |
| Admin fee / account holder | $1,561 | $7,818-80.0% | $7,285-78.6% | $12,624-87.6% |