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 | $111,327 | $127,386-12.6% | $115,037-3.2% | $125,391-11.2% |
| Participation rate | 70.8% | 84.2%-13.3pp | 81.4%-10.5pp | 83.2%-12.4pp |
| Annual return | -4.53% | 31.28%-35.8pp | 26.14%-30.7pp | 282.22%-286.8pp |
| Employer contribution / active EE | $556 | $5,166-89.2% | $4,608-87.9% | $4,866-88.6% |
| Participant deferral / active EE | $6,378 | $6,423-0.7% | $6,026+5.8% | $5,352+19.2% |
| Admin fee / account holder | $8,122 | $9,516-14.7% | $8,175-0.7% | $9,540-14.9% |