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 | $145,387 | $56,199+158.7% | $67,652+114.9% | $59,632+143.8% |
| Participation rate | 97.7% | 71.5%+26.3pp | 75.7%+22.1pp | 68.7%+29.1pp |
| Annual return | -6.45% | 18505.31%-18511.8pp | 6625.04%-6631.5pp | 2041.28%-2047.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,404 | $2,844+90.0% | $3,560+51.8% | $3,192+69.3% |
| Admin fee / account holder | $14,393 | $3,958+263.6% | $4,821+198.6% | $4,297+235.0% |