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 | $13,440 | $76,000-82.3% | $154,107-91.3% | $64,186-79.1% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -9.49% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $4,157 | $3,351+24.1% | $5,298-21.5% | $2,381+74.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,025 | $5,596-81.7% | $13,411-92.4% | $4,888-79.0% |