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 5-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 | $118,806 | $160,055-25.8% | $140,016-15.1% | $135,375-12.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.93% | 911.38%-924.3pp | 651.12%-664.0pp | 519.73%-532.7pp |
| Employer contribution / active EE | $21,761 | $6,420+238.9% | $5,606+288.2% | $4,779+355.4% |
| Participant deferral / active EE | $213 | $7,642-97.2% | $6,927-96.9% | $5,609-96.2% |
| Admin fee / account holder | $503 | $13,328-96.2% | $10,705-95.3% | $10,827-95.4% |