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 9-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 | $63,825 | $81,900-22.1% | $119,609-46.6% | $68,494-6.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -21.52% | -23.82%+2.3pp | -14.97%-6.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $9,792 | $2,693+263.6% | $4,232+131.4% | $2,596+277.2% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,018 | $6,582-69.3% | $10,323-80.4% | $5,403-62.6% |