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 | $79,683 | $62,586+27.3% | $76,768+3.8% | $64,186+24.1% |
| Participation rate | 80.4% | 72.8%+7.6pp | 77.0%+3.5pp | 69.6%+10.9pp |
| Annual return | -8.30% | -1.95%-6.4pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,694 | $3,145+17.5% | $3,852-4.1% | $3,470+6.5% |
| Admin fee / account holder | $24,015 | $4,667+414.6% | $6,675+259.8% | $4,888+391.3% |