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 | $76,338 | $71,883+6.2% | $86,677-11.9% | $68,494+11.5% |
| Participation rate | 75.8% | 72.2%+3.5pp | 76.6%-0.8pp | 67.9%+7.9pp |
| Annual return | -28.29% | 3.52%-31.8pp | 35.91%-64.2pp | -7.84%-20.4pp |
| Employer contribution / active EE | $153 | $2,173-93.0% | $2,836-94.6% | $2,596-94.1% |
| Participant deferral / active EE | $2,265 | $3,779-40.1% | $4,656-51.4% | $4,027-43.8% |
| Admin fee / account holder | $15,348 | $6,112+151.1% | $7,493+104.8% | $5,403+184.1% |