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 | $37,279 | $180,449-79.3% | $154,107-75.8% | $135,375-72.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.07% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,245 | $6,035-79.4% | $5,298-76.5% | $4,779-73.9% |
| Participant deferral / active EE | $3,218 | $5,806-44.6% | $5,081-36.7% | $5,609-42.6% |
| Admin fee / account holder | $496 | $16,143-96.9% | $13,411-96.3% | $10,827-95.4% |