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 7-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 | $28,277 | $138,065-79.5% | $123,544-77.1% | $135,375-79.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.47% | 153.68%-163.1pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $450 | $5,151-91.3% | $4,628-90.3% | $4,779-90.6% |
| Participant deferral / active EE | $2,782 | $6,799-59.1% | $6,426-56.7% | $5,609-50.4% |
| Admin fee / account holder | $363 | $10,916-96.7% | $9,284-96.1% | $10,827-96.6% |