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 | $68,011 | $160,055-57.5% | $140,016-51.4% | $135,375-49.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.5%-14.8pp | 82.6%-9.9pp |
| Annual return | -10.71% | 911.38%-922.1pp | 651.12%-661.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,061 | $6,420-83.5% | $5,606-81.1% | $4,779-77.8% |
| Participant deferral / active EE | $4,762 | $7,642-37.7% | $6,927-31.3% | $5,609-15.1% |
| Admin fee / account holder | $343 | $13,328-97.4% | $10,705-96.8% | $10,827-96.8% |