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 | $35,358 | $88,751-60.2% | $81,812-56.8% | $145,922-75.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -44.01% | 1025.40%-1069.4pp | 773.79%-817.8pp | 561.29%-605.3pp |
| Employer contribution / active EE | $1,604 | $3,083-48.0% | $2,912-44.9% | $4,660-65.6% |
| Participant deferral / active EE | $175 | $4,643-96.2% | $4,319-95.9% | $6,688-97.4% |
| Admin fee / account holder | $493 | $8,415-94.1% | $7,386-93.3% | $13,397-96.3% |