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 | $97,408 | $82,664+17.8% | $125,339-22.3% | $68,494+42.2% |
| Participation rate | 79.5% | 75.0%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -19.69% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $450 | $3,381-86.7% | $4,814-90.7% | $2,596-82.7% |
| Participant deferral / active EE | $3,553 | $6,110-41.9% | $7,446-52.3% | $4,027-11.8% |
| Admin fee / account holder | $3,207 | $6,275-48.9% | $10,010-68.0% | $5,403-40.6% |