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 6-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 | $31,935 | $189,613-83.2% | $167,512-80.9% | $142,382-77.6% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 9.42% | 2024.68%-2015.3pp | 1615.79%-1606.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,945 | $6,981-57.8% | $6,405-54.0% | $6,507-54.7% |
| Admin fee / account holder | $14,448 | $10,528+37.2% | $9,769+47.9% | $12,624+14.5% |