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 | $112,471 | $83,908+34.0% | $68,509+64.2% | $125,391-10.3% |
| Participation rate | 70.0% | 78.2%-8.2pp | 74.7%-4.7pp | 83.2%-13.2pp |
| Annual return | -3.78% | 14.48%-18.3pp | 8.27%-12.1pp | 282.22%-286.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,729 | $4,125-58.1% | $3,382-48.9% | $5,352-67.7% |
| Admin fee / account holder | $575 | $8,982-93.6% | $5,275-89.1% | $9,540-94.0% |