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 | $76,144 | $105,860-28.1% | $90,749-16.1% | $134,475-43.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.87% | -11.01%-9.9pp | -12.16%-8.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $204 | $3,462-94.1% | $2,921-93.0% | $4,740-95.7% |
| Participant deferral / active EE | $4,071 | $5,216-21.9% | $4,564-10.8% | $6,400-36.4% |
| Admin fee / account holder | $1,756 | $13,938-87.4% | $8,445-79.2% | $11,426-84.6% |