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 10-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 | $46,355 | $105,931-56.2% | $81,930-43.4% | $158,922-70.8% |
| Participation rate | 73.3% | 75.6%-2.3pp | 72.0%+1.3pp | 82.0%-8.6pp |
| Annual return | -7.69% | 38.17%-45.9pp | 29.49%-37.2pp | 302.83%-310.5pp |
| Employer contribution / active EE | $0 | $7,800-100.0% | $4,310-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $855 | $13,003-93.4% | $7,107-88.0% | $5,982-85.7% |
| Admin fee / account holder | $867 | $8,489-89.8% | $5,158-83.2% | $11,246-92.3% |