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 | $41,202 | $152,509-73.0% | $117,472-64.9% | $134,475-69.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -20.81% | 52.99%-73.8pp | 29.74%-50.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $85 | $5,571-98.5% | $4,176-98.0% | $4,740-98.2% |
| Participant deferral / active EE | $2,491 | $4,818-48.3% | $4,070-38.8% | $6,400-61.1% |
| Admin fee / account holder | $1,997 | $7,004-71.5% | $5,645-64.6% | $11,426-82.5% |