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 8-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 | $22,247 | $159,602-86.1% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -65.09% | 70.24%-135.3pp | 62.55%-127.6pp | 217.08%-282.2pp |
| Employer contribution / active EE | $389 | $4,961-92.2% | $4,693-91.7% | $4,299-91.0% |
| Participant deferral / active EE | $9,261 | $8,310+11.4% | $7,997+15.8% | $6,507+42.3% |
| Admin fee / account holder | $66,550 | $14,846+348.3% | $13,435+395.4% | $12,624+427.2% |