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 4-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 | $58,384 | $178,174-67.2% | $156,181-62.6% | $137,256-57.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -4.71% | 84.19%-88.9pp | 64.87%-69.6pp | 220.34%-225.1pp |
| Employer contribution / active EE | $144 | $4,972-97.1% | $4,294-96.6% | $4,156-96.5% |
| Participant deferral / active EE | $18,859 | $6,888+173.8% | $6,132+207.5% | $6,407+194.4% |
| Admin fee / account holder | $812 | $17,404-95.3% | $14,586-94.4% | $12,270-93.4% |