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 | $103,291 | $152,509-32.3% | $117,472-12.1% | $134,475-23.2% |
| Participation rate | 72.7% | 77.1%-4.4pp | 70.6%+2.1pp | 81.2%-8.5pp |
| Annual return | -20.89% | 52.99%-73.9pp | 29.74%-50.6pp | 417.96%-438.8pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,968 | $4,818+23.9% | $4,070+46.6% | $6,400-6.7% |
| Admin fee / account holder | $4,720 | $7,004-32.6% | $5,645-16.4% | $11,426-58.7% |