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 | $69,839 | $167,484-58.3% | $151,611-53.9% | $134,475-48.1% |
| Participation rate | 86.4% | 88.4%-2.0pp | 87.5%-1.1pp | 81.2%+5.1pp |
| Annual return | -21.60% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.6pp |
| Employer contribution / active EE | $588 | $6,829-91.4% | $6,166-90.5% | $4,740-87.6% |
| Participant deferral / active EE | $3,587 | $8,986-60.1% | $8,363-57.1% | $6,400-43.9% |
| Admin fee / account holder | $15,020 | $13,783+9.0% | $11,616+29.3% | $11,426+31.5% |