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 | $25,089 | $82,664-69.6% | $125,339-80.0% | $68,494-63.4% |
| Participation rate | 94.7% | 75.0%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -20.02% | -5.97%-14.1pp | 572.05%-592.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,705 | $6,110-55.7% | $7,446-63.7% | $4,027-32.8% |
| Admin fee / account holder | $17,021 | $6,275+171.2% | $10,010+70.1% | $5,403+215.1% |