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 | $71,063 | $64,707+9.8% | $112,228-36.7% | $68,494+3.7% |
| Participation rate | 88.4% | 67.2%+21.2pp | 75.1%+13.3pp | 67.9%+20.5pp |
| Annual return | -20.12% | -11.40%-8.7pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $14 | $2,746-99.5% | $3,635-99.6% | $2,596-99.5% |
| Participant deferral / active EE | $3,319 | $3,565-6.9% | $4,728-29.8% | $4,027-17.6% |
| Admin fee / account holder | $3,291 | $5,232-37.1% | $6,410-48.7% | $5,403-39.1% |