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 | $91,530 | $110,094-16.9% | $151,611-39.6% | $68,494+33.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 87.5%-4.2pp | 67.9%+15.4pp |
| Annual return | -20.50% | -10.12%-10.4pp | 3.33%-23.8pp | -7.84%-12.7pp |
| Employer contribution / active EE | $619 | $4,471-86.2% | $6,166-90.0% | $2,596-76.2% |
| Participant deferral / active EE | $3,282 | $6,527-49.7% | $8,363-60.8% | $4,027-18.5% |
| Admin fee / account holder | $1,872 | $7,719-75.7% | $11,616-83.9% | $5,403-65.4% |