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 | $33,718 | $181,894-81.5% | $156,549-78.5% | $273,961-87.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | -8.92% | 30.74%-39.7pp | 32.23%-41.1pp | 41.45%-50.4pp |
| Employer contribution / active EE | $716 | $6,248-88.5% | $5,501-87.0% | $4,869-85.3% |
| Participant deferral / active EE | $8,536 | $5,550+53.8% | $4,871+75.2% | $5,287+61.4% |
| Admin fee / account holder | $533 | $15,559-96.6% | $13,027-95.9% | $10,132-94.7% |