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 | $82,544 | $82,664-0.1% | $125,339-34.1% | $68,494+20.5% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -21.05% | -5.97%-15.1pp | 572.05%-593.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $538 | $3,381-84.1% | $4,814-88.8% | $2,596-79.3% |
| Participant deferral / active EE | $10,503 | $6,110+71.9% | $7,446+41.0% | $4,027+160.8% |
| Admin fee / account holder | $30,731 | $6,275+389.7% | $10,010+207.0% | $5,403+468.8% |