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 | $40,437 | $180,449-77.6% | $154,107-73.8% | $135,375-70.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.01% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | -$6,393 | $6,035-205.9% | $5,298-220.7% | $4,779-233.8% |
| Participant deferral / active EE | $8,843 | $5,806+52.3% | $5,081+74.1% | $5,609+57.7% |
| Admin fee / account holder | $319 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |