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 | $157,900 | $54,350+190.5% | $82,719+90.9% | $68,494+130.5% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -27.44% | -13.67%-13.8pp | 701.18%-728.6pp | -7.84%-19.6pp |
| Employer contribution / active EE | $7,282 | $2,218+228.3% | $3,009+142.0% | $2,596+180.5% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,275 | $4,395-48.2% | $5,329-57.3% | $5,403-57.9% |