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 | $50,017 | $82,664-39.5% | $125,339-60.1% | $68,494-27.0% |
| Participation rate | 87.7% | 75.0%+12.7pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -20.74% | -5.97%-14.8pp | 572.05%-592.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $17,373 | $3,381+413.8% | $4,814+260.9% | $2,596+569.1% |
| Participant deferral / active EE | $1,409 | $6,110-76.9% | $7,446-81.1% | $4,027-65.0% |
| Admin fee / account holder | $8,860 | $6,275+41.2% | $10,010-11.5% | $5,403+64.0% |