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 5-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 | $25,214 | $154,117-83.6% | $129,995-80.6% | $139,434-81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -9.77% | 32.48%-42.2pp | -137.18%+127.4pp | 372.94%-382.7pp |
| Employer contribution / active EE | $7,960 | $5,289+50.5% | $4,320+84.3% | $4,751+67.6% |
| Participant deferral / active EE | $1,587 | $6,710-76.3% | $5,820-72.7% | $6,710-76.3% |
| Admin fee / account holder | $7,469 | $14,007-46.7% | $10,614-29.6% | $11,403-34.5% |