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 | $17,595 | $57,354-69.3% | $83,848-79.0% | $64,186-72.6% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.0pp | 69.6%+18.6pp |
| Annual return | -8.65% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,418 | $2,545+73.6% | $3,631+21.7% | $2,381+85.6% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,125 | $4,046-47.5% | $5,478-61.2% | $4,888-56.5% |