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 | $89,419 | $106,890-16.3% | $84,015+6.4% | $152,861-41.5% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | -0.38% | 104.99%-105.4pp | 71.31%-71.7pp | 345.32%-345.7pp |
| Employer contribution / active EE | $3,600 | $2,734+31.7% | $1,983+81.5% | $4,762-24.4% |
| Participant deferral / active EE | $10 | $4,011-99.8% | $3,239-99.7% | $5,850-99.8% |
| Admin fee / account holder | $14,384 | $8,285+73.6% | $6,101+135.8% | $11,596+24.0% |