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 9-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 | $95,525 | $125,758-24.0% | $169,993-43.8% | $75,163+27.1% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | -7.12% | 27.20%-34.3pp | 53.37%-60.5pp | 160.62%-167.7pp |
| Employer contribution / active EE | $859 | $4,615-81.4% | $6,785-87.3% | $2,670-67.8% |
| Participant deferral / active EE | $5,504 | $6,837-19.5% | $10,408-47.1% | $4,125+33.4% |
| Admin fee / account holder | $2,859 | $8,173-65.0% | $12,815-77.7% | $5,651-49.4% |