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 8-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 | $81,984 | $96,635-15.2% | $86,612-5.3% | $139,434-41.2% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 8.10% | 106.41%-98.3pp | 591.07%-583.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,933 | $4,836+2.0% | $4,438+11.2% | $6,710-26.5% |
| Admin fee / account holder | $976 | $6,408-84.8% | $5,614-82.6% | $11,403-91.4% |