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 9-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 | $24,876 | $56,199-55.7% | $67,652-63.2% | $59,632-58.3% |
| Participation rate | 78.6% | 71.5%+7.1pp | 75.7%+2.9pp | 68.7%+9.9pp |
| Annual return | -2.64% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | -$407 | $1,614-125.2% | $2,266-117.9% | $2,203-118.5% |
| Participant deferral / active EE | $4,122 | $2,844+44.9% | $3,560+15.8% | $3,192+29.1% |
| Admin fee / account holder | $1,195 | $3,958-69.8% | $4,821-75.2% | $4,297-72.2% |