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 9-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 | $0 | $53,516-100.0% | $126,539-100.0% | $84,808-100.0% |
| Participation rate | 96.2% | 58.2%+37.9pp | 69.8%+26.3pp | 68.3%+27.8pp |
| Annual return | -90.76% | 58.34%-149.1pp | 425.95%-516.7pp | 40.90%-131.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,319 | $2,671-50.6% | $4,083-67.7% | $4,212-68.7% |
| Admin fee / account holder | $2,825 | $4,497-37.2% | $6,065-53.4% | $7,344-61.5% |