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 | $63,861 | $175,202-63.5% | $149,673-57.3% | $139,434-54.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | -2.07% | 166.71%-168.8pp | 134.42%-136.5pp | 372.94%-375.0pp |
| Employer contribution / active EE | $636 | $5,474-88.4% | $4,818-86.8% | $4,751-86.6% |
| Participant deferral / active EE | $7,682 | $6,519+17.8% | $5,680+35.2% | $6,710+14.5% |
| Admin fee / account holder | $774 | $16,150-95.2% | $13,210-94.1% | $11,403-93.2% |