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 | $47,151 | $99,640-52.7% | $86,436-45.5% | $134,475-64.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.88% | 6782.58%-6809.5pp | 4394.89%-4421.8pp | 417.96%-444.8pp |
| Employer contribution / active EE | $606 | $4,400-86.2% | $3,769-83.9% | $4,740-87.2% |
| Participant deferral / active EE | $1,010 | $7,246-86.1% | $6,952-85.5% | $6,400-84.2% |
| Admin fee / account holder | $6,787 | $8,371-18.9% | $6,731+0.8% | $11,426-40.6% |