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 | $94,667 | $81,900+15.6% | $119,609-20.9% | $68,494+38.2% |
| Participation rate | 86.9% | 71.9%+15.0pp | 79.3%+7.6pp | 67.9%+19.0pp |
| Annual return | -24.09% | -23.82%-0.3pp | -14.97%-9.1pp | -7.84%-16.2pp |
| Employer contribution / active EE | $302 | $2,693-88.8% | $4,232-92.9% | $2,596-88.4% |
| Participant deferral / active EE | $7,008 | $4,148+69.0% | $5,602+25.1% | $4,027+74.0% |
| Admin fee / account holder | $3,629 | $6,582-44.9% | $10,323-64.8% | $5,403-32.8% |