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 | $31,240 | $65,703-52.5% | $94,224-66.8% | $59,632-47.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -16.67% | 5.22%-21.9pp | 10.68%-27.4pp | 2041.28%-2058.0pp |
| Employer contribution / active EE | $13,592 | $2,021+572.7% | $3,587+279.0% | $2,203+517.1% |
| Participant deferral / active EE | $908 | $3,143-71.1% | $4,320-79.0% | $3,192-71.5% |
| Admin fee / account holder | $5,878 | $4,264+37.8% | $6,269-6.2% | $4,297+36.8% |