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 | $55,055 | $72,404-24.0% | $110,238-50.1% | $64,186-14.2% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.3pp |
| Annual return | -9.15% | -6.29%-2.9pp | 314.74%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $487 | $2,282-78.6% | $3,826-87.3% | $2,381-79.5% |
| Participant deferral / active EE | $1,950 | $3,469-43.8% | $4,672-58.3% | $3,470-43.8% |
| Admin fee / account holder | $2,107 | $5,664-62.8% | $8,547-75.4% | $4,888-56.9% |