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 5-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 | $21,559 | $45,863-53.0% | $77,024-72.0% | $68,494-68.5% |
| Participation rate | 98.1% | 55.9%+42.2pp | 67.9%+30.2pp | 67.9%+30.3pp |
| Annual return | -75.14% | 1.72%-76.9pp | 42.32%-117.5pp | -7.84%-67.3pp |
| Employer contribution / active EE | $13,661 | $1,650+728.1% | $2,812+385.8% | $2,596+426.2% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,545 | $3,041+16.6% | $5,425-34.7% | $5,403-34.4% |