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 4-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 | $58,384 | $179,726-67.5% | $156,263-62.6% | $142,382-59.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | -4.71% | 77.86%-82.6pp | 59.47%-64.2pp | 217.08%-221.8pp |
| Employer contribution / active EE | $144 | $5,069-97.2% | $4,333-96.7% | $4,299-96.6% |
| Participant deferral / active EE | $18,859 | $6,956+171.1% | $6,158+206.2% | $6,507+189.8% |
| Admin fee / account holder | $812 | $17,272-95.3% | $14,255-94.3% | $12,624-93.6% |