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 | $44,843 | $118,919-62.3% | $88,538-49.4% | $152,861-70.7% |
| Participation rate | 83.3% | 73.4%+10.0pp | 68.7%+14.6pp | 82.4%+0.9pp |
| Annual return | -12.89% | 47.92%-60.8pp | 43.64%-56.5pp | 345.32%-358.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,904 | $3,549-46.3% | $2,914-34.6% | $5,850-67.4% |
| Admin fee / account holder | $31,450 | $5,876+435.2% | $4,310+629.7% | $11,596+171.2% |