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 | $103,435 | $64,307+60.8% | $57,343+80.4% | $125,391-17.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | -4.04% | 25.12%-29.2pp | 24.39%-28.4pp | 282.22%-286.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,027 | $3,848+82.6% | $3,162+122.2% | $5,352+31.3% |
| Admin fee / account holder | $1,088 | $5,242-79.3% | $3,356-67.6% | $9,540-88.6% |