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 | $46,283 | $92,703-50.1% | $82,719-44.0% | $134,475-65.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.01% | 944.92%-968.9pp | 701.18%-725.2pp | 417.96%-442.0pp |
| Employer contribution / active EE | $4,882 | $3,274+49.1% | $3,009+62.2% | $4,740+3.0% |
| Participant deferral / active EE | $572 | $4,802-88.1% | $4,395-87.0% | $6,400-91.1% |
| Admin fee / account holder | $4,810 | $5,983-19.6% | $5,329-9.7% | $11,426-57.9% |