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 | $78,365 | $71,883+9.0% | $86,677-9.6% | $68,494+14.4% |
| Participation rate | 76.9% | 72.2%+4.7pp | 76.6%+0.3pp | 67.9%+9.0pp |
| Annual return | -22.35% | 3.52%-25.9pp | 35.91%-58.3pp | -7.84%-14.5pp |
| Employer contribution / active EE | $557 | $2,173-74.3% | $2,836-80.4% | $2,596-78.5% |
| Participant deferral / active EE | $2,647 | $3,779-30.0% | $4,656-43.1% | $4,027-34.3% |
| Admin fee / account holder | $9,141 | $6,112+49.6% | $7,493+22.0% | $5,403+69.2% |