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 | $56,701 | $59,107-4.1% | $86,436-34.4% | $68,494-17.2% |
| Participation rate | 90.4% | 75.2%+15.1pp | 80.3%+10.1pp | 67.9%+22.5pp |
| Annual return | -53.80% | -0.23%-53.6pp | 4394.89%-4448.7pp | -7.84%-46.0pp |
| Employer contribution / active EE | $11,731 | $2,519+365.7% | $3,769+211.3% | $2,596+351.8% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,302 | $5,637-59.2% | $6,731-65.8% | $5,403-57.4% |