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 | $49,201 | $160,055-69.3% | $140,016-64.9% | $135,375-63.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -11.84% | 911.38%-923.2pp | 651.12%-663.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $614 | $6,420-90.4% | $5,606-89.1% | $4,779-87.2% |
| Participant deferral / active EE | $6,676 | $7,642-12.6% | $6,927-3.6% | $5,609+19.0% |
| Admin fee / account holder | $1,799 | $13,328-86.5% | $10,705-83.2% | $10,827-83.4% |