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 | $43,297 | $100,852-57.1% | $90,404-52.1% | $158,922-72.8% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | -2.31% | 1724.20%-1726.5pp | 1293.02%-1295.3pp | 302.83%-305.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,229 | $4,348-48.7% | $3,963-43.8% | $5,982-62.7% |
| Admin fee / account holder | $3,018 | $6,501-53.6% | $5,611-46.2% | $11,246-73.2% |