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 | $97,302 | $138,065-29.5% | $123,544-21.2% | $135,375-28.1% |
| Participation rate | 85.0% | 84.7%+0.3pp | 82.3%+2.7pp | 82.6%+2.4pp |
| Annual return | -13.12% | 153.68%-166.8pp | 119.20%-132.3pp | 519.73%-532.9pp |
| Employer contribution / active EE | $114 | $5,151-97.8% | $4,628-97.5% | $4,779-97.6% |
| Participant deferral / active EE | $18,884 | $6,799+177.7% | $6,426+193.9% | $5,609+236.7% |
| Admin fee / account holder | $3,019 | $10,916-72.3% | $9,284-67.5% | $10,827-72.1% |