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 9-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 | $87,236 | $135,635-35.7% | $110,238-20.9% | $135,375-35.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -15.96% | 513.19%-529.1pp | 314.74%-330.7pp | 519.73%-535.7pp |
| Employer contribution / active EE | $762 | $4,906-84.5% | $3,826-80.1% | $4,779-84.1% |
| Participant deferral / active EE | $23,252 | $5,506+322.3% | $4,672+397.7% | $5,609+314.6% |
| Admin fee / account holder | $1,837 | $11,457-84.0% | $8,547-78.5% | $10,827-83.0% |