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 | $35,527 | $180,449-80.3% | $154,107-76.9% | $135,375-73.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -12.51% | 888.09%-900.6pp | 735.12%-747.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,057 | $6,035-82.5% | $5,298-80.0% | $4,779-77.9% |
| Participant deferral / active EE | $4,948 | $5,806-14.8% | $5,081-2.6% | $5,609-11.8% |
| Admin fee / account holder | $364 | $16,143-97.7% | $13,411-97.3% | $10,827-96.6% |