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 | $152,717 | $209,411-27.1% | $178,490-14.4% | $158,922-3.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -10.76% | 188.75%-199.5pp | 151.07%-161.8pp | 302.83%-313.6pp |
| Employer contribution / active EE | $993 | $5,706-82.6% | $5,011-80.2% | $4,761-79.1% |
| Participant deferral / active EE | $7,856 | $5,954+31.9% | $5,202+51.0% | $5,982+31.3% |
| Admin fee / account holder | $775 | $17,074-95.5% | $13,984-94.5% | $11,246-93.1% |