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 8-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 | $8,076 | $76,738-89.5% | $56,411-85.7% | $145,922-94.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 3.26% | 2994.23%-2991.0pp | 1701.33%-1698.1pp | 561.29%-558.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,832 | $2,623-30.2% | $1,952-6.2% | $6,688-72.6% |
| Admin fee / account holder | $1,612 | $3,334-51.6% | $2,829-43.0% | $13,397-88.0% |