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 | $95,164 | $74,888+27.1% | $71,209+33.6% | $142,382-33.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -48.07% | 345.14%-393.2pp | 282.51%-330.6pp | 217.08%-265.1pp |
| Employer contribution / active EE | $57 | $2,854-98.0% | $2,721-97.9% | $4,299-98.7% |
| Participant deferral / active EE | $29,044 | $4,454+552.0% | $4,175+595.6% | $6,507+346.3% |
| Admin fee / account holder | $1,021 | $5,568-81.7% | $5,349-80.9% | $12,624-91.9% |