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 7-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 | $32,550 | $176,056-81.5% | $159,436-79.6% | $167,490-80.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -12.22% | 331.75%-344.0pp | 263.57%-275.8pp | 478.56%-490.8pp |
| Employer contribution / active EE | $2,297 | $5,297-56.6% | $4,829-52.4% | $4,837-52.5% |
| Participant deferral / active EE | $2,312 | $7,750-70.2% | $7,352-68.6% | $6,341-63.5% |
| Admin fee / account holder | $7,997 | $12,554-36.3% | $10,799-25.9% | $12,309-35.0% |