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 | $15,568 | $99,640-84.4% | $86,436-82.0% | $134,475-88.4% |
| Participation rate | 78.6% | 82.0%-3.5pp | 80.3%-1.8pp | 81.2%-2.7pp |
| Annual return | -21.41% | 6782.58%-6804.0pp | 4394.89%-4416.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,762 | $7,246-34.3% | $6,952-31.5% | $6,400-25.6% |
| Admin fee / account holder | $1,728 | $8,371-79.4% | $6,731-74.3% | $11,426-84.9% |