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 6-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 | $15,982 | $114,381-86.0% | $107,525-85.1% | $142,382-88.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 7.16% | 242.71%-235.5pp | 181.32%-174.2pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,668 | $4,015-58.5% | $3,754-55.6% | $4,299-61.2% |
| Participant deferral / active EE | $606 | $5,564-89.1% | $5,116-88.2% | $6,507-90.7% |
| Admin fee / account holder | $10,987 | $9,860+11.4% | $8,919+23.2% | $12,624-13.0% |