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 | $169,194 | $138,044+22.6% | $125,339+35.0% | $134,475+25.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -21.39% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $26 | $5,243-99.5% | $4,814-99.5% | $4,740-99.4% |
| Participant deferral / active EE | $14,266 | $7,799+82.9% | $7,446+91.6% | $6,400+122.9% |
| Admin fee / account holder | $1,036 | $11,571-91.0% | $10,010-89.6% | $11,426-90.9% |