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 | $68,484 | $160,055-57.2% | $140,016-51.1% | $135,375-49.4% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -9.92% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,006 | $6,420-84.3% | $5,606-82.1% | $4,779-78.9% |
| Participant deferral / active EE | $7,421 | $7,642-2.9% | $6,927+7.1% | $5,609+32.3% |
| Admin fee / account holder | $2,614 | $13,328-80.4% | $10,705-75.6% | $10,827-75.9% |