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 | $16,348 | $138,044-88.2% | $125,339-87.0% | $134,475-87.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.75% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | -$4,410 | $5,243-184.1% | $4,814-191.6% | $4,740-193.0% |
| Participant deferral / active EE | $6,870 | $7,799-11.9% | $7,446-7.7% | $6,400+7.4% |
| Admin fee / account holder | $341 | $11,571-97.1% | $10,010-96.6% | $11,426-97.0% |