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 9-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 | $24,366 | $82,286-70.4% | $68,791-64.6% | $134,475-81.9% |
| Participation rate | 91.3% | 75.1%+16.2pp | 69.0%+22.3pp | 81.2%+10.1pp |
| Annual return | -24.68% | -2.19%-22.5pp | -6.38%-18.3pp | 417.96%-442.6pp |
| Employer contribution / active EE | $6,659 | $3,301+101.7% | $2,655+150.8% | $4,740+40.5% |
| Participant deferral / active EE | $0 | $4,739-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $585 | $6,481-91.0% | $4,932-88.1% | $11,426-94.9% |