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 | $12,251 | $49,922-75.5% | $80,569-84.8% | $75,163-83.7% |
| Participation rate | 97.7% | 55.3%+42.4pp | 67.0%+30.7pp | 67.2%+30.5pp |
| Annual return | -77.05% | 34.69%-111.7pp | 935.43%-1012.5pp | 160.62%-237.7pp |
| Employer contribution / active EE | $8,893 | $1,698+423.7% | $2,723+226.5% | $2,670+233.1% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,129 | $3,577-68.4% | $5,377-79.0% | $5,651-80.0% |