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 | $33,751 | $105,860-68.1% | $90,749-62.8% | $134,475-74.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -69.98% | -11.01%-59.0pp | -12.16%-57.8pp | 417.96%-487.9pp |
| Employer contribution / active EE | $1,817 | $3,462-47.5% | $2,921-37.8% | $4,740-61.7% |
| Participant deferral / active EE | $156 | $5,216-97.0% | $4,564-96.6% | $6,400-97.6% |
| Admin fee / account holder | $1,653 | $13,938-88.1% | $8,445-80.4% | $11,426-85.5% |