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 | $119,420 | $138,044-13.5% | $125,339-4.7% | $134,475-11.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -26.23% | 750.33%-776.6pp | 572.05%-598.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $458 | $5,243-91.3% | $4,814-90.5% | $4,740-90.3% |
| Participant deferral / active EE | $7,942 | $7,799+1.8% | $7,446+6.7% | $6,400+24.1% |
| Admin fee / account holder | $5,442 | $11,571-53.0% | $10,010-45.6% | $11,426-52.4% |