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 9-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 | $67,891 | $56,897+19.3% | $84,750-19.9% | $62,891+7.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -3.91% | 6.30%-10.2pp | 22.78%-26.7pp | 20.14%-24.0pp |
| Employer contribution / active EE | $2,313 | $2,400-3.6% | $3,574-35.3% | $2,281+1.4% |
| Participant deferral / active EE | $983 | $2,709-63.7% | $3,712-73.5% | $3,203-69.3% |
| Admin fee / account holder | $2,228 | $3,581-37.8% | $5,332-58.2% | $4,296-48.1% |