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 | $67,823-89.3% | $52,425-86.2% | $137,256-94.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -35.25% | 219.11%-254.4pp | 302.12%-337.4pp | 220.34%-255.6pp |
| Employer contribution / active EE | $50 | $1,163-95.7% | $914-94.5% | $4,156-98.8% |
| Participant deferral / active EE | $58 | $2,288-97.5% | $1,790-96.8% | $6,407-99.1% |
| Admin fee / account holder | $7,079 | $2,844+148.9% | $2,495+183.8% | $12,270-42.3% |