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 | $171,751 | $138,044+24.4% | $125,339+37.0% | $134,475+27.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.87% | 750.33%-775.2pp | 572.05%-596.9pp | 417.96%-442.8pp |
| Employer contribution / active EE | $162 | $5,243-96.9% | $4,814-96.6% | $4,740-96.6% |
| Participant deferral / active EE | $12,600 | $7,799+61.6% | $7,446+69.2% | $6,400+96.9% |
| Admin fee / account holder | $1,829 | $11,571-84.2% | $10,010-81.7% | $11,426-84.0% |