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 | $39,982 | $95,862-58.3% | $79,550-49.7% | $134,475-70.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.66% | -2.69%-18.0pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $320 | $3,128-89.8% | $2,413-86.8% | $4,740-93.3% |
| Participant deferral / active EE | $3,081 | $4,693-34.4% | $3,985-22.7% | $6,400-51.9% |
| Admin fee / account holder | $303 | $9,126-96.7% | $6,832-95.6% | $11,426-97.3% |