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 | $108,326 | $159,901-32.3% | $146,958-26.3% | $145,922-25.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | -56.73% | 98.13%-154.9pp | 418.34%-475.1pp | 561.29%-618.0pp |
| Employer contribution / active EE | $22 | $5,286-99.6% | $4,933-99.6% | $4,660-99.5% |
| Participant deferral / active EE | $4,500 | $8,428-46.6% | $8,070-44.2% | $6,688-32.7% |
| Admin fee / account holder | $7,130 | $15,044-52.6% | $12,998-45.1% | $13,397-46.8% |