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 5-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 | $45,526 | $167,484-72.8% | $151,611-70.0% | $134,475-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.93% | 7.80%-31.7pp | 3.33%-27.3pp | 417.96%-441.9pp |
| Employer contribution / active EE | $459 | $6,829-93.3% | $6,166-92.6% | $4,740-90.3% |
| Participant deferral / active EE | $9,460 | $8,986+5.3% | $8,363+13.1% | $6,400+47.8% |
| Admin fee / account holder | $390 | $13,783-97.2% | $11,616-96.6% | $11,426-96.6% |