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 10-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 | $31,980 | $65,703-51.3% | $94,224-66.1% | $59,632-46.4% |
| Participation rate | 97.1% | 72.1%+25.0pp | 78.8%+18.4pp | 68.7%+28.5pp |
| Annual return | -33.81% | 5.22%-39.0pp | 10.68%-44.5pp | 2041.28%-2075.1pp |
| Employer contribution / active EE | $10,624 | $2,021+425.8% | $3,587+196.2% | $2,203+382.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,416 | $4,264-43.3% | $6,269-61.5% | $4,297-43.8% |