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 | $179,635 | $138,044+30.1% | $125,339+43.3% | $134,475+33.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.92% | 750.33%-773.2pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $878 | $5,243-83.3% | $4,814-81.8% | $4,740-81.5% |
| Participant deferral / active EE | $4,703 | $7,799-39.7% | $7,446-36.8% | $6,400-26.5% |
| Admin fee / account holder | $3,750 | $11,571-67.6% | $10,010-62.5% | $11,426-67.2% |