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 5-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 | $27,753 | $133,958-79.3% | $112,228-75.3% | $134,475-79.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -34.33% | 47.11%-81.4pp | 27.45%-61.8pp | 417.96%-452.3pp |
| Employer contribution / active EE | $320 | $4,038-92.1% | $3,635-91.2% | $4,740-93.2% |
| Participant deferral / active EE | $15,025 | $5,291+184.0% | $4,728+217.8% | $6,400+134.8% |
| Admin fee / account holder | $1,492 | $7,489-80.1% | $6,410-76.7% | $11,426-86.9% |