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 | $22,652 | $99,918-77.3% | $81,382-72.2% | $145,922-84.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -73.78% | 34.32%-108.1pp | 24.73%-98.5pp | 561.29%-635.1pp |
| Employer contribution / active EE | $556 | $2,978-81.3% | $2,463-77.4% | $4,660-88.1% |
| Participant deferral / active EE | $696 | $4,605-84.9% | $3,883-82.1% | $6,688-89.6% |
| Admin fee / account holder | $1,874 | $8,212-77.2% | $5,768-67.5% | $13,397-86.0% |