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 | $101,317 | $71,883+40.9% | $86,677+16.9% | $68,494+47.9% |
| Participation rate | 82.5% | 72.2%+10.3pp | 76.6%+5.9pp | 67.9%+14.6pp |
| Annual return | -20.99% | 3.52%-24.5pp | 35.91%-56.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $563 | $2,173-74.1% | $2,836-80.1% | $2,596-78.3% |
| Participant deferral / active EE | $2,862 | $3,779-24.3% | $4,656-38.5% | $4,027-28.9% |
| Admin fee / account holder | $5,885 | $6,112-3.7% | $7,493-21.5% | $5,403+8.9% |