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 | $128,005 | $91,190+40.4% | $178,490-28.3% | $79,858+60.3% |
| Participation rate | 86.7% | 69.2%+17.5pp | 81.9%+4.7pp | 69.6%+17.0pp |
| Annual return | 0.78% | 24.19%-23.4pp | 151.07%-150.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | -$2,243 | $3,256-168.9% | $5,011-144.8% | $2,471-190.8% |
| Participant deferral / active EE | $5,068 | $3,236+56.6% | $5,202-2.6% | $3,740+35.5% |
| Admin fee / account holder | $76,578 | $6,751+1034.3% | $13,984+447.6% | $5,306+1343.2% |