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 | $119,193 | $94,529+26.1% | $140,016-14.9% | $64,186+85.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.58% | 7.77%-15.4pp | 651.12%-658.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $12,332 | $5,250+134.9% | $6,927+78.0% | $3,470+255.4% |
| Admin fee / account holder | $551 | $6,741-91.8% | $10,705-94.9% | $4,888-88.7% |