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 | $59,809 | $185,822-67.8% | $169,993-64.8% | $139,434-57.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -23.54% | 60.50%-84.0pp | 53.37%-76.9pp | 372.94%-396.5pp |
| Employer contribution / active EE | $513 | $7,590-93.2% | $6,785-92.4% | $4,751-89.2% |
| Participant deferral / active EE | $9,318 | $11,622-19.8% | $10,408-10.5% | $6,710+38.9% |
| Admin fee / account holder | $336 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |