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 7-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 | $49,962 | $82,664-39.6% | $125,339-60.1% | $68,494-27.1% |
| Participation rate | 82.6% | 75.0%+7.6pp | 82.4%+0.2pp | 67.9%+14.7pp |
| Annual return | -23.36% | -5.97%-17.4pp | 572.05%-595.4pp | -7.84%-15.5pp |
| Employer contribution / active EE | $428 | $3,381-87.4% | $4,814-91.1% | $2,596-83.5% |
| Participant deferral / active EE | $8,552 | $6,110+39.9% | $7,446+14.8% | $4,027+112.3% |
| Admin fee / account holder | $6,442 | $6,275+2.7% | $10,010-35.6% | $5,403+19.2% |