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 | $209,401 | $82,664+153.3% | $125,339+67.1% | $68,494+205.7% |
| Participation rate | 83.9% | 75.0%+8.9pp | 82.4%+1.6pp | 67.9%+16.0pp |
| Annual return | -19.87% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,618 | $6,110+57.4% | $7,446+29.2% | $4,027+138.8% |
| Admin fee / account holder | $9,949 | $6,275+58.5% | $10,010-0.6% | $5,403+84.1% |