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 | $50,001 | $99,640-49.8% | $86,436-42.2% | $134,475-62.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -44.26% | 6782.58%-6826.8pp | 4394.89%-4439.2pp | 417.96%-462.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,111 | $7,246-15.7% | $6,952-12.1% | $6,400-4.5% |
| Admin fee / account holder | $874 | $8,371-89.6% | $6,731-87.0% | $11,426-92.4% |