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 | $24,123 | $167,484-85.6% | $151,611-84.1% | $134,475-82.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.68% | 7.80%-33.5pp | 3.33%-29.0pp | 417.96%-443.6pp |
| Employer contribution / active EE | $1,356 | $6,829-80.1% | $6,166-78.0% | $4,740-71.4% |
| Participant deferral / active EE | $5,157 | $8,986-42.6% | $8,363-38.3% | $6,400-19.4% |
| Admin fee / account holder | $5,163 | $13,783-62.5% | $11,616-55.6% | $11,426-54.8% |