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 | $84,113 | $56,357+49.3% | $104,294-19.4% | $68,494+22.8% |
| Participation rate | 73.2% | 63.3%+9.9pp | 73.3%-0.1pp | 67.9%+5.3pp |
| Annual return | -23.44% | -9.19%-14.2pp | 24.61%-48.0pp | -7.84%-15.6pp |
| Employer contribution / active EE | $261 | $1,960-86.7% | $3,372-92.3% | $2,596-89.9% |
| Participant deferral / active EE | $3,942 | $3,077+28.1% | $4,625-14.8% | $4,027-2.1% |
| Admin fee / account holder | $5,632 | $4,903+14.9% | $7,339-23.3% | $5,403+4.2% |