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 | $31,756 | $138,044-77.0% | $125,339-74.7% | $134,475-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.32% | 750.33%-774.6pp | 572.05%-596.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $390 | $5,243-92.6% | $4,814-91.9% | $4,740-91.8% |
| Participant deferral / active EE | $4,769 | $7,799-38.9% | $7,446-36.0% | $6,400-25.5% |
| Admin fee / account holder | $4,907 | $11,571-57.6% | $10,010-51.0% | $11,426-57.1% |