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 | $98,883 | $58,512+69.0% | $84,015+17.7% | $72,985+35.5% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | -1.52% | 28.93%-30.5pp | 71.31%-72.8pp | 81.00%-82.5pp |
| Employer contribution / active EE | $1,111 | $1,163-4.5% | $1,983-44.0% | $2,440-54.5% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,360 | $4,569-4.6% | $6,101-28.5% | $5,124-14.9% |