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 | $19,393 | $105,998-81.7% | $92,233-79.0% | $147,584-86.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -3.50% | 50.05%-53.5pp | 176.28%-179.8pp | 578.55%-582.0pp |
| Employer contribution / active EE | $601 | $4,333-86.1% | $3,679-83.7% | $4,876-87.7% |
| Participant deferral / active EE | $13,771 | $4,478+207.5% | $3,897+253.4% | $5,439+153.2% |
| Admin fee / account holder | $2,516 | $6,332-60.3% | $5,194-51.6% | $10,885-76.9% |