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 8-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 | $48,485 | $167,307-71.0% | $143,757-66.3% | $134,475-63.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -23.52% | 0.46%-24.0pp | -0.04%-23.5pp | 417.96%-441.5pp |
| Employer contribution / active EE | $730 | $5,619-87.0% | $4,951-85.2% | $4,740-84.6% |
| Participant deferral / active EE | $13,880 | $6,446+115.3% | $5,637+146.2% | $6,400+116.9% |
| Admin fee / account holder | $869 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |