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 | $32,294 | $197,825-83.7% | $155,790-79.3% | $125,391-74.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.87% | 86.74%-91.6pp | 71.54%-76.4pp | 282.22%-287.1pp |
| Employer contribution / active EE | $6,273 | $4,847+29.4% | $3,836+63.5% | $4,866+28.9% |
| Participant deferral / active EE | $0 | $5,630-100.0% | $4,797-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,657 | $9,545-82.6% | $7,478-77.8% | $9,540-82.6% |