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 | $57,682 | $102,966-44.0% | $90,281-36.1% | $152,861-62.3% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | -0.54% | 95.16%-95.7pp | 78.10%-78.6pp | 345.32%-345.9pp |
| Employer contribution / active EE | $9,375 | $3,139+198.7% | $2,854+228.4% | $4,762+96.9% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $523 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |