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 7-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 | $10,019 | $92,703-89.2% | $82,719-87.9% | $134,475-92.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.42% | 944.92%-968.3pp | 701.18%-724.6pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,097 | $3,274-66.5% | $3,009-63.5% | $4,740-76.9% |
| Participant deferral / active EE | $780 | $4,802-83.8% | $4,395-82.3% | $6,400-87.8% |
| Admin fee / account holder | $672 | $5,983-88.8% | $5,329-87.4% | $11,426-94.1% |