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 8-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 | $51,263 | $138,044-62.9% | $125,339-59.1% | $134,475-61.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.03% | 750.33%-779.4pp | 572.05%-601.1pp | 417.96%-447.0pp |
| Employer contribution / active EE | $744 | $5,243-85.8% | $4,814-84.5% | $4,740-84.3% |
| Participant deferral / active EE | $8,463 | $7,799+8.5% | $7,446+13.6% | $6,400+32.2% |
| Admin fee / account holder | $323 | $11,571-97.2% | $10,010-96.8% | $11,426-97.2% |