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 | $134,101 | $94,529+41.9% | $140,016-4.2% | $64,186+108.9% |
| Participation rate | 77.1% | 84.1%-6.9pp | 87.5%-10.4pp | 69.6%+7.6pp |
| Annual return | -9.51% | 7.77%-17.3pp | 651.12%-660.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,032 | $5,250+72.0% | $6,927+30.4% | $3,470+160.3% |
| Admin fee / account holder | $17,235 | $6,741+155.7% | $10,705+61.0% | $4,888+252.6% |