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 | $192,980 | $160,055+20.6% | $140,016+37.8% | $135,375+42.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.92% | 911.38%-927.3pp | 651.12%-667.0pp | 519.73%-535.7pp |
| Employer contribution / active EE | $1,208 | $6,420-81.2% | $5,606-78.5% | $4,779-74.7% |
| Participant deferral / active EE | $4,957 | $7,642-35.1% | $6,927-28.4% | $5,609-11.6% |
| Admin fee / account holder | $3,346 | $13,328-74.9% | $10,705-68.7% | $10,827-69.1% |