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 | $75,831 | $209,411-63.8% | $178,490-57.5% | $158,922-52.3% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | -1.74% | 188.75%-190.5pp | 151.07%-152.8pp | 302.83%-304.6pp |
| Employer contribution / active EE | $353 | $5,706-93.8% | $5,011-93.0% | $4,761-92.6% |
| Participant deferral / active EE | $4,927 | $5,954-17.3% | $5,202-5.3% | $5,982-17.6% |
| Admin fee / account holder | $211,104 | $17,074+1136.4% | $13,984+1409.6% | $11,246+1777.2% |