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 | $203,184 | $91,538+122.0% | $129,995+56.3% | $75,163+170.3% |
| Participation rate | 82.9% | 71.4%+11.5pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | 0.51% | -631.11%+631.6pp | -137.18%+137.7pp | 160.62%-160.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,116 | $4,341+40.9% | $5,820+5.1% | $4,125+48.3% |
| Admin fee / account holder | $53,225 | $6,790+683.8% | $10,614+401.4% | $5,651+841.9% |