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 | $102,554 | $97,757+4.9% | $83,848+22.3% | $135,375-24.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.22% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $45 | $4,222-98.9% | $3,631-98.7% | $4,779-99.0% |
| Participant deferral / active EE | $5,492 | $4,682+17.3% | $4,082+34.5% | $5,609-2.1% |
| Admin fee / account holder | $1,123 | $6,674-83.2% | $5,478-79.5% | $10,827-89.6% |