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 | $113,945 | $176,056-35.3% | $159,436-28.5% | $167,490-32.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -4.04% | 331.75%-335.8pp | 263.57%-267.6pp | 478.56%-482.6pp |
| Employer contribution / active EE | $530 | $5,297-90.0% | $4,829-89.0% | $4,837-89.0% |
| Participant deferral / active EE | $4,875 | $7,750-37.1% | $7,352-33.7% | $6,341-23.1% |
| Admin fee / account holder | $9,350 | $12,554-25.5% | $10,799-13.4% | $12,309-24.0% |