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 | $193,650 | $73,004+165.3% | $90,749+113.4% | $68,494+182.7% |
| Participation rate | 96.9% | 70.8%+26.0pp | 75.7%+21.2pp | 67.9%+29.0pp |
| Annual return | -21.74% | -13.81%-7.9pp | -12.16%-9.6pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,732 | $3,627+195.9% | $4,564+135.1% | $4,027+166.5% |
| Admin fee / account holder | $12,832 | $5,896+117.7% | $8,445+52.0% | $5,403+137.5% |