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 | $46,667 | $89,355-47.8% | $141,162-66.9% | $72,985-36.1% |
| Participation rate | 91.8% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | -53.39% | 111.85%-165.2pp | 71.39%-124.8pp | 81.00%-134.4pp |
| Employer contribution / active EE | $24,812 | $3,114+696.7% | $4,735+424.0% | $2,440+917.0% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $18,600 | $5,958+212.2% | $10,261+81.3% | $5,124+263.0% |