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 | $8,847 | $28,109-68.5% | $71,086-87.6% | $56,287-84.3% |
| Participation rate | 96.7% | 40.4%+56.3pp | 54.7%+42.0pp | 69.9%+26.8pp |
| Annual return | -8.69% | -615.05%+606.4pp | 650.59%-659.3pp | -9.96%+1.3pp |
| Employer contribution / active EE | $705 | $558+26.4% | $1,088-35.2% | $2,111-66.6% |
| Participant deferral / active EE | $0 | $1,116-100.0% | $1,874-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,178 | $585+101.4% | $3,082-61.8% | $521+126.1% |