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 | $105,614 | $99,341+6.3% | $84,750+24.6% | $273,961-61.4% |
| Participation rate | 73.9% | 80.7%-6.8pp | 76.6%-2.7pp | 83.0%-9.1pp |
| Annual return | -2.50% | 22.93%-25.4pp | 22.78%-25.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $403 | $4,214-90.4% | $3,574-88.7% | $4,869-91.7% |
| Participant deferral / active EE | $3,645 | $4,269-14.6% | $3,712-1.8% | $5,287-31.1% |
| Admin fee / account holder | $3,517 | $6,644-47.1% | $5,332-34.0% | $10,132-65.3% |