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 10-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 | $54,130 | $102,317-47.1% | $146,958-63.2% | $80,856-33.1% |
| Participation rate | 98.2% | 75.8%+22.4pp | 82.2%+16.1pp | 67.6%+30.6pp |
| Annual return | -26.15% | 134.76%-160.9pp | 418.34%-444.5pp | 35.59%-61.7pp |
| Employer contribution / active EE | $2,421 | $3,713-34.8% | $4,933-50.9% | $2,755-12.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,806 | $7,941-77.3% | $12,998-86.1% | $6,918-73.9% |