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 7-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 | $16,960 | $88,751-80.9% | $81,812-79.3% | $145,922-88.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | -3.76% | 1025.40%-1029.2pp | 773.79%-777.6pp | 561.29%-565.0pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,636 | $4,643-21.7% | $4,319-15.8% | $6,688-45.6% |
| Admin fee / account holder | $1,972 | $8,415-76.6% | $7,386-73.3% | $13,397-85.3% |