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 | $112,304 | $135,952-17.4% | $123,892-9.4% | $273,961-59.0% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | -2.06% | 56.63%-58.7pp | 47.52%-49.6pp | 41.45%-43.5pp |
| Employer contribution / active EE | $351 | $5,170-93.2% | $4,617-92.4% | $4,869-92.8% |
| Participant deferral / active EE | $3,781 | $6,343-40.4% | $5,984-36.8% | $5,287-28.5% |
| Admin fee / account holder | $526 | $9,817-94.6% | $8,357-93.7% | $10,132-94.8% |