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 | $97,194 | $127,386-23.7% | $115,037-15.5% | $125,391-22.5% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | -4.87% | 31.28%-36.1pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,371 | $6,423+61.5% | $6,026+72.1% | $5,352+93.8% |
| Admin fee / account holder | $512 | $9,516-94.6% | $8,175-93.7% | $9,540-94.6% |