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 | $86,396 | $175,202-50.7% | $149,673-42.3% | $139,434-38.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -21.30% | 166.71%-188.0pp | 134.42%-155.7pp | 372.94%-394.2pp |
| Employer contribution / active EE | $846 | $5,474-84.5% | $4,818-82.4% | $4,751-82.2% |
| Participant deferral / active EE | $4,500 | $6,519-31.0% | $5,680-20.8% | $6,710-32.9% |
| Admin fee / account holder | $4,611 | $16,150-71.4% | $13,210-65.1% | $11,403-59.6% |