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 | $38,099 | $72,400-47.4% | $67,502-43.6% | $145,922-73.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 2.36% | 7182.46%-7180.1pp | 3512.12%-3509.8pp | 561.29%-558.9pp |
| Employer contribution / active EE | $60 | $3,069-98.0% | $2,731-97.8% | $4,660-98.7% |
| Participant deferral / active EE | $25,060 | $4,783+424.0% | $4,000+526.5% | $6,688+274.7% |
| Admin fee / account holder | $11,301 | $5,539+104.0% | $3,998+182.7% | $13,397-15.6% |