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 | $69,972 | $64,707+8.1% | $112,228-37.7% | $68,494+2.2% |
| Participation rate | 84.0% | 67.2%+16.8pp | 75.1%+8.9pp | 67.9%+16.1pp |
| Annual return | -20.08% | -11.40%-8.7pp | 27.45%-47.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $477 | $2,746-82.6% | $3,635-86.9% | $2,596-81.6% |
| Participant deferral / active EE | $4,105 | $3,565+15.2% | $4,728-13.2% | $4,027+1.9% |
| Admin fee / account holder | $9,990 | $5,232+90.9% | $6,410+55.9% | $5,403+84.9% |