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 | $53,415 | $56,199-5.0% | $67,652-21.0% | $59,632-10.4% |
| Participation rate | 90.9% | 71.5%+19.4pp | 75.7%+15.2pp | 68.7%+22.2pp |
| Annual return | -16.99% | 18505.31%-18522.3pp | 6625.04%-6642.0pp | 2041.28%-2058.3pp |
| Employer contribution / active EE | $1 | $1,614-99.9% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,413 | $2,844+55.2% | $3,560+24.0% | $3,192+38.3% |
| Admin fee / account holder | $2,487 | $3,958-37.2% | $4,821-48.4% | $4,297-42.1% |