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.
Employer 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 | $32,924 | $69,763-52.8% | $67,502-51.2% | $74,495-55.8% |
| Participation rate | 75.0% | 71.4%+3.6pp | 72.9%+2.1pp | 67.2%+7.8pp |
| Annual return | 11.04% | -40.34%+51.4pp | 3512.12%-3501.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,992 | $3,636-45.2% | $4,000-50.2% | $4,346-54.2% |
| Admin fee / account holder | $4,850 | $896+441.4% | $3,998+21.3% | $1,942+149.8% |