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 3-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 | $4,406 | $74,888-94.1% | $71,209-93.8% | $142,382-96.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | -0.26% | 345.14%-345.4pp | 282.51%-282.8pp | 217.08%-217.3pp |
| Employer contribution / active EE | $264 | $2,854-90.7% | $2,721-90.3% | $4,299-93.9% |
| Participant deferral / active EE | $807 | $4,454-81.9% | $4,175-80.7% | $6,507-87.6% |
| Admin fee / account holder | $1,823 | $5,568-67.3% | $5,349-65.9% | $12,624-85.6% |