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 | $9,064 | $31,679-71.4% | $74,701-87.9% | $65,185-86.1% |
| Participation rate | 99.2% | 40.4%+58.8pp | 54.5%+44.7pp | 70.2%+29.0pp |
| Annual return | -1.62% | 39.04%-40.7pp | 752.92%-754.5pp | 29.38%-31.0pp |
| Employer contribution / active EE | $711 | $566+25.6% | $1,084-34.4% | $2,177-67.3% |
| Participant deferral / active EE | $0 | $1,191-100.0% | $1,964-100.0% | $3,514-100.0% |
| Admin fee / account holder | $596 | $379+57.3% | $3,333-82.1% | $847-29.7% |