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 4-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 | $7,244 | $70,606-89.7% | $53,898-86.6% | $142,382-94.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -35.25% | 619.81%-655.1pp | 528.60%-563.9pp | 217.08%-252.3pp |
| Employer contribution / active EE | $50 | $1,202-95.8% | $932-94.6% | $4,299-98.8% |
| Participant deferral / active EE | $58 | $2,364-97.6% | $1,826-96.8% | $6,507-99.1% |
| Admin fee / account holder | $7,079 | $2,852+148.3% | $2,491+184.2% | $12,624-43.9% |