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 | $197,213 | $94,529+108.6% | $140,016+40.8% | $64,186+207.3% |
| Participation rate | 78.7% | 84.1%-5.4pp | 87.5%-8.8pp | 69.6%+9.2pp |
| Annual return | -8.45% | 7.77%-16.2pp | 651.12%-659.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,108 | $5,250+54.4% | $6,927+17.0% | $3,470+133.7% |
| Admin fee / account holder | $24,440 | $6,741+262.6% | $10,705+128.3% | $4,888+400.0% |