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 9-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 | $111,115 | $111,754-0.6% | $103,333+7.5% | $145,922-23.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -11.87% | 24.77%-36.6pp | 24.88%-36.8pp | 561.29%-573.2pp |
| Employer contribution / active EE | $450 | $4,212-89.3% | $3,868-88.4% | $4,660-90.3% |
| Participant deferral / active EE | $6,750 | $5,619+20.1% | $5,057+33.5% | $6,688+0.9% |
| Admin fee / account holder | $25,672 | $9,750+163.3% | $8,355+207.3% | $13,397+91.6% |