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 | $102,914 | $64,707+59.0% | $112,228-8.3% | $68,494+50.3% |
| Participation rate | 86.4% | 67.2%+19.2pp | 75.1%+11.3pp | 67.9%+18.5pp |
| Annual return | -21.25% | -11.40%-9.8pp | 27.45%-48.7pp | -7.84%-13.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,089 | $3,565+155.0% | $4,728+92.2% | $4,027+125.7% |
| Admin fee / account holder | $1,744 | $5,232-66.7% | $6,410-72.8% | $5,403-67.7% |