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 | $36,463 | $115,770-68.5% | $101,248-64.0% | $158,922-77.1% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | -8.58% | 56.14%-64.7pp | 46.47%-55.1pp | 302.83%-311.4pp |
| Employer contribution / active EE | $621 | $4,175-85.1% | $3,660-83.0% | $4,761-87.0% |
| Participant deferral / active EE | $3,023 | $4,957-39.0% | $4,370-30.8% | $5,982-49.5% |
| Admin fee / account holder | $16,269 | $7,245+124.5% | $5,945+173.6% | $11,246+44.7% |