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 | $123,354 | $81,900+50.6% | $119,609+3.1% | $68,494+80.1% |
| Participation rate | 78.9% | 71.9%+7.1pp | 79.3%-0.3pp | 67.9%+11.1pp |
| Annual return | -26.85% | -23.82%-3.0pp | -14.97%-11.9pp | -7.84%-19.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,818 | $4,148+64.4% | $5,602+21.7% | $4,027+69.3% |
| Admin fee / account holder | $3,132 | $6,582-52.4% | $10,323-69.7% | $5,403-42.0% |