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 | $90,314 | $153,772-41.3% | $133,980-32.6% | $273,961-67.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -4.99% | 36.51%-41.5pp | 29.30%-34.3pp | 41.45%-46.4pp |
| Employer contribution / active EE | $366 | $6,029-93.9% | $5,211-93.0% | $4,869-92.5% |
| Participant deferral / active EE | $7,319 | $6,958+5.2% | $6,282+16.5% | $5,287+38.4% |
| Admin fee / account holder | $483 | $11,765-95.9% | $9,324-94.8% | $10,132-95.2% |