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 | $73,487 | $83,902-12.4% | $167,512-56.1% | $84,808-13.3% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 13.20% | 91.55%-78.4pp | 1615.79%-1602.6pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,517 | $4,442+46.7% | $6,405+1.8% | $4,212+54.7% |
| Admin fee / account holder | $2,359 | $7,915-70.2% | $9,769-75.9% | $7,344-67.9% |