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 5-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 | $34,527 | $190,805-81.9% | $159,960-78.4% | $134,475-74.3% |
| Participation rate | 88.2% | 81.9%+6.3pp | 78.0%+10.3pp | 81.2%+7.0pp |
| Annual return | -24.29% | 552.23%-576.5pp | 408.60%-432.9pp | 417.96%-442.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $14,307 | $6,923+106.7% | $6,182+131.4% | $6,400+123.6% |
| Admin fee / account holder | $2,590 | $10,471-75.3% | $8,698-70.2% | $11,426-77.3% |