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 | $88,814 | $180,449-50.8% | $154,107-42.4% | $135,375-34.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.45% | 888.09%-898.5pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $652 | $6,035-89.2% | $5,298-87.7% | $4,779-86.4% |
| Participant deferral / active EE | $6,822 | $5,806+17.5% | $5,081+34.3% | $5,609+21.6% |
| Admin fee / account holder | $3,764 | $16,143-76.7% | $13,411-71.9% | $10,827-65.2% |