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 | $36,716 | $70,669-48.0% | $169,368-78.3% | $75,163-51.2% |
| Participation rate | 95.9% | 64.8%+31.1pp | 77.1%+18.8pp | 67.2%+28.7pp |
| Annual return | -18.27% | 36.36%-54.6pp | 405.60%-423.9pp | 160.62%-178.9pp |
| Employer contribution / active EE | $5,163 | $2,211+133.5% | $4,013+28.7% | $2,670+93.4% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $8,041 | $5,402+48.8% | $9,003-10.7% | $5,651+42.3% |