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 | $26,637 | $77,976-65.8% | $81,367-67.3% | $125,391-78.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -12.10% | -2.85%-9.2pp | -0.92%-11.2pp | 282.22%-294.3pp |
| Employer contribution / active EE | $836 | $4,366-80.8% | $3,930-78.7% | $4,866-82.8% |
| Participant deferral / active EE | $3,750 | $5,646-33.6% | $5,383-30.3% | $5,352-29.9% |
| Admin fee / account holder | $4,189 | $12,476-66.4% | $8,926-53.1% | $9,540-56.1% |