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 8-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 | $60,454 | $144,119-58.1% | $117,854-48.7% | $147,584-59.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | -21.32% | 531.15%-552.5pp | 335.08%-356.4pp | 578.55%-599.9pp |
| Employer contribution / active EE | $4,560 | $4,896-6.9% | $3,786+20.4% | $4,876-6.5% |
| Participant deferral / active EE | $550 | $5,316-89.7% | $4,482-87.7% | $5,439-89.9% |
| Admin fee / account holder | $575 | $10,886-94.7% | $8,020-92.8% | $10,885-94.7% |