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 | $106,107 | $59,774+77.5% | - | $134,475-21.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -23.17% | -10.72%-12.5pp | - | 417.96%-441.1pp |
| Employer contribution / active EE | $16,893 | $2,711+523.0% | - | $4,740+256.4% |
| Participant deferral / active EE | $0 | $4,131-100.0% | - | $6,400-100.0% |
| Admin fee / account holder | $766 | $4,003-80.9% | - | $11,426-93.3% |