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.
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 | $24,045 | $56,199-57.2% | $67,652-64.5% | $59,632-59.7% |
| Participation rate | 71.7% | 71.5%+0.3pp | 75.7%-3.9pp | 68.7%+3.1pp |
| Annual return | -2.43% | 18505.31%-18507.7pp | 6625.04%-6627.5pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,491 | $2,844-12.4% | $3,560-30.0% | $3,192-22.0% |
| Admin fee / account holder | $2,054 | $3,958-48.1% | $4,821-57.4% | $4,297-52.2% |