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 | $153,579 | $217,402-29.4% | $185,823-17.4% | $167,490-8.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | -0.37% | 148.36%-148.7pp | 122.05%-122.4pp | 478.56%-478.9pp |
| Employer contribution / active EE | $941 | $5,873-84.0% | $5,167-81.8% | $4,837-80.5% |
| Participant deferral / active EE | $8,375 | $6,356+31.8% | $5,568+50.4% | $6,341+32.1% |
| Admin fee / account holder | $7,287 | $19,811-63.2% | $16,237-55.1% | $12,309-40.8% |