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 6-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 | $175,791 | $209,832-16.2% | $189,513-7.2% | $167,490+5.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -13.08% | 748.27%-761.4pp | 555.15%-568.2pp | 478.56%-491.6pp |
| Employer contribution / active EE | $719 | $6,914-89.6% | $6,162-88.3% | $4,837-85.1% |
| Participant deferral / active EE | $11,854 | $8,935+32.7% | $8,221+44.2% | $6,341+86.9% |
| Admin fee / account holder | $29,333 | $14,293+105.2% | $12,045+143.5% | $12,309+138.3% |