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 | $129,832 | $52,681+146.5% | $75,781+71.3% | $59,632+117.7% |
| Participation rate | 82.9% | 67.2%+15.7pp | 75.8%+7.1pp | 68.7%+14.3pp |
| Annual return | -3.02% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,447 | $2,591+110.3% | $3,651+49.2% | $3,192+70.7% |
| Admin fee / account holder | $8,467 | $3,610+134.6% | $5,299+59.8% | $4,297+97.1% |