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 6-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 | $41,075 | $111,754-63.2% | $103,333-60.2% | $145,922-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -19.51% | 24.77%-44.3pp | 24.88%-44.4pp | 561.29%-580.8pp |
| Employer contribution / active EE | $750 | $4,212-82.2% | $3,868-80.6% | $4,660-83.9% |
| Participant deferral / active EE | $6,250 | $5,619+11.2% | $5,057+23.6% | $6,688-6.5% |
| Admin fee / account holder | $12,212 | $9,750+25.2% | $8,355+46.2% | $13,397-8.8% |