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 | $47,392 | $97,757-51.5% | $83,848-43.5% | $135,375-65.0% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -9.88% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $639 | $4,222-84.9% | $3,631-82.4% | $4,779-86.6% |
| Participant deferral / active EE | $1,352 | $4,682-71.1% | $4,082-66.9% | $5,609-75.9% |
| Admin fee / account holder | $2,000 | $6,674-70.0% | $5,478-63.5% | $10,827-81.5% |