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 | $43,603 | $152,861-71.5% | $297,702-85.4% | $152,861-71.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 72.9%+27.1pp | 82.4%+17.6pp |
| Annual return | 0.00% | 345.32%-345.3pp | 10.91%-10.9pp | 345.32%-345.3pp |
| Employer contribution / active EE | $79 | $4,762-98.4% | $408-80.7% | $4,762-98.4% |
| Participant deferral / active EE | $0 | $5,850-100.0% | $157-100.0% | $5,850-100.0% |
| Admin fee / account holder | $992 | $11,596-91.4% | $9,674-89.7% | $11,596-91.4% |