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 | $52,908 | $68,346-22.6% | $94,646-44.1% | $75,163-29.6% |
| Participation rate | 90.4% | 76.1%+14.3pp | 80.8%+9.6pp | 67.2%+23.2pp |
| Annual return | -17.78% | 616.93%-634.7pp | 156.71%-174.5pp | 160.62%-178.4pp |
| Employer contribution / active EE | $10,769 | $2,701+298.7% | $3,672+193.3% | $2,670+303.4% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,657 | $5,326-68.9% | $7,231-77.1% | $5,651-70.7% |