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 | $117,028 | $209,411-44.1% | $178,490-34.4% | $158,922-26.4% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | -0.37% | 188.75%-189.1pp | 151.07%-151.4pp | 302.83%-303.2pp |
| Employer contribution / active EE | $1,102 | $5,706-80.7% | $5,011-78.0% | $4,761-76.9% |
| Participant deferral / active EE | $3,470 | $5,954-41.7% | $5,202-33.3% | $5,982-42.0% |
| Admin fee / account holder | $224,007 | $17,074+1211.9% | $13,984+1501.9% | $11,246+1891.9% |