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 | $66,148 | $81,900-19.2% | $119,609-44.7% | $68,494-3.4% |
| Participation rate | 71.2% | 71.9%-0.7pp | 79.3%-8.1pp | 67.9%+3.3pp |
| Annual return | -21.58% | -23.82%+2.2pp | -14.97%-6.6pp | -7.84%-13.7pp |
| Employer contribution / active EE | $579 | $2,693-78.5% | $4,232-86.3% | $2,596-77.7% |
| Participant deferral / active EE | $3,702 | $4,148-10.7% | $5,602-33.9% | $4,027-8.1% |
| Admin fee / account holder | $6,635 | $6,582+0.8% | $10,323-35.7% | $5,403+22.8% |