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 7-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 | $97,006 | $115,770-16.2% | $101,248-4.2% | $158,922-39.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -2.13% | 56.14%-58.3pp | 46.47%-48.6pp | 302.83%-305.0pp |
| Employer contribution / active EE | $9,807 | $4,175+134.9% | $3,660+168.0% | $4,761+106.0% |
| Participant deferral / active EE | $1,337 | $4,957-73.0% | $4,370-69.4% | $5,982-77.6% |
| Admin fee / account holder | $4,318 | $7,245-40.4% | $5,945-27.4% | $11,246-61.6% |