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 | $242,704 | $217,402+11.6% | $185,823+30.6% | $167,490+44.9% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | -33.70% | 148.36%-182.1pp | 122.05%-155.8pp | 478.56%-512.3pp |
| Employer contribution / active EE | $328 | $5,873-94.4% | $5,167-93.7% | $4,837-93.2% |
| Participant deferral / active EE | $4,681 | $6,356-26.4% | $5,568-15.9% | $6,341-26.2% |
| Admin fee / account holder | $2,533 | $19,811-87.2% | $16,237-84.4% | $12,309-79.4% |