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 | $124,714 | $135,635-8.1% | $110,238+13.1% | $135,375-7.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.27% | 513.19%-522.5pp | 314.74%-324.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,619 | $4,906-46.6% | $3,826-31.6% | $4,779-45.2% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,994 | $11,457-65.1% | $8,547-53.3% | $10,827-63.1% |