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 | $6,728 | $27,915-75.9% | $58,482-88.5% | $75,163-91.0% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 9.73% | 44.20%-34.5pp | 4239.32%-4229.6pp | 160.62%-150.9pp |
| Employer contribution / active EE | $71 | $669-89.3% | $1,053-93.2% | $2,670-97.3% |
| Participant deferral / active EE | $320 | $1,201-73.4% | $1,924-83.4% | $4,125-92.2% |
| Admin fee / account holder | $3,316 | $1,726+92.2% | $2,516+31.8% | $5,651-41.3% |