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 | $85,536 | $56,199+52.2% | $67,652+26.4% | $59,632+43.4% |
| Participation rate | 75.8% | 71.5%+4.3pp | 75.7%+0.1pp | 68.7%+7.1pp |
| Annual return | -4.64% | 18505.31%-18510.0pp | 6625.04%-6629.7pp | 2041.28%-2045.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,534 | $2,844+94.6% | $3,560+55.5% | $3,192+73.4% |
| Admin fee / account holder | $1,581 | $3,958-60.1% | $4,821-67.2% | $4,297-63.2% |