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 | $131,276 | $142,344-7.8% | $119,609+9.8% | $134,475-2.4% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -21.34% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $606 | $5,222-88.4% | $4,232-85.7% | $4,740-87.2% |
| Participant deferral / active EE | $2,487 | $6,469-61.6% | $5,602-55.6% | $6,400-61.1% |
| Admin fee / account holder | $1,416 | $13,584-89.6% | $10,323-86.3% | $11,426-87.6% |