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 | $30,121 | $105,998-71.6% | $92,233-67.3% | $147,584-79.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -3.09% | 50.05%-53.1pp | 176.28%-179.4pp | 578.55%-581.6pp |
| Employer contribution / active EE | $833 | $4,333-80.8% | $3,679-77.4% | $4,876-82.9% |
| Participant deferral / active EE | $833 | $4,478-81.4% | $3,897-78.6% | $5,439-84.7% |
| Admin fee / account holder | $618 | $6,332-90.2% | $5,194-88.1% | $10,885-94.3% |