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 | $50,049 | $127,100-60.6% | $105,738-52.7% | $135,375-63.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.47% | 4.49%-14.0pp | 6.27%-15.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $431 | $4,107-89.5% | $3,268-86.8% | $4,779-91.0% |
| Participant deferral / active EE | $7,000 | $5,064+38.2% | $4,080+71.6% | $5,609+24.8% |
| Admin fee / account holder | $460 | $9,087-94.9% | $6,913-93.3% | $10,827-95.8% |