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 | $190,082 | $138,065+37.7% | $123,544+53.9% | $135,375+40.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.80% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $420 | $5,151-91.8% | $4,628-90.9% | $4,779-91.2% |
| Participant deferral / active EE | $8,400 | $6,799+23.5% | $6,426+30.7% | $5,609+49.8% |
| Admin fee / account holder | $57,093 | $10,916+423.0% | $9,284+515.0% | $10,827+427.3% |